CG vs. KKR
Compare and contrast key facts about The Carlyle Group Inc. (CG) and KKR & Co. Inc. (KKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CG or KKR.
Correlation
The correlation between CG and KKR is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CG vs. KKR - Performance Comparison
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Key characteristics
CG:
0.24
KKR:
0.41
CG:
0.62
KKR:
0.89
CG:
1.08
KKR:
1.13
CG:
0.28
KKR:
0.45
CG:
0.69
KKR:
1.22
CG:
15.74%
KKR:
16.26%
CG:
45.06%
KKR:
46.43%
CG:
-62.70%
KKR:
-53.10%
CG:
-16.83%
KKR:
-25.49%
Fundamentals
CG:
$17.30B
KKR:
$116.10B
CG:
$2.94
KKR:
$2.32
CG:
16.29
KKR:
54.09
CG:
1.11
KKR:
0.61
CG:
3.43
KKR:
5.72
CG:
3.10
KKR:
4.48
CG:
$4.47B
KKR:
$15.09B
CG:
$1.24B
KKR:
$2.73B
CG:
$591.50M
KKR:
$8.49B
Returns By Period
In the year-to-date period, CG achieves a -6.17% return, which is significantly higher than KKR's -15.83% return. Over the past 10 years, CG has underperformed KKR with an annualized return of 10.15%, while KKR has yielded a comparatively higher 21.06% annualized return.
CG
-6.17%
31.30%
-7.36%
10.92%
12.37%
15.74%
10.15%
KKR
-15.83%
20.28%
-18.52%
19.03%
35.02%
37.46%
21.06%
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Risk-Adjusted Performance
CG vs. KKR — Risk-Adjusted Performance Rank
CG
KKR
CG vs. KKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Carlyle Group Inc. (CG) and KKR & Co. Inc. (KKR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CG vs. KKR - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 3.00%, more than KKR's 0.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | 3.00% | 2.77% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% |
KKR KKR & Co. Inc. | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% |
Drawdowns
CG vs. KKR - Drawdown Comparison
The maximum CG drawdown since its inception was -62.70%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for CG and KKR. For additional features, visit the drawdowns tool.
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Volatility
CG vs. KKR - Volatility Comparison
The Carlyle Group Inc. (CG) and KKR & Co. Inc. (KKR) have volatilities of 11.33% and 10.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CG vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between The Carlyle Group Inc. and KKR & Co. Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities