HRTG vs. KKR
HRTG (Heritage Insurance Holdings, Inc.) and KKR (KKR & Co. Inc.) are both stocks. Both are in the Financial Services sector — HRTG in Insurance - Property & Casualty, KKR in Asset Management. Over the past 10 years, HRTG returned 6.09%/yr vs 22.99%/yr for KKR. At a 0.23 correlation, their price movements are largely independent.
Performance
HRTG vs. KKR - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with HRTG having a -28.64% return and KKR slightly lower at -28.72%. Over the past 10 years, HRTG has underperformed KKR with an annualized return of 6.09%, while KKR has yielded a comparatively higher 22.99% annualized return.
HRTG
- 1D
- -1.51%
- 1M
- -26.56%
- YTD
- -28.64%
- 6M
- -25.83%
- 1Y
- -15.16%
- 3Y*
- 63.24%
- 5Y*
- 21.38%
- 10Y*
- 6.09%
KKR
- 1D
- -4.15%
- 1M
- -12.22%
- YTD
- -28.72%
- 6M
- -28.15%
- 1Y
- -24.36%
- 3Y*
- 19.90%
- 5Y*
- 11.26%
- 10Y*
- 22.99%
HRTG vs. KKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRTG Heritage Insurance Holdings, Inc. | -28.64% | 141.82% | 85.58% | 262.22% | -68.58% | -40.09% | -21.80% | -8.50% | -17.06% | 16.94% |
KKR KKR & Co. Inc. | -28.72% | -13.32% | 79.65% | 80.48% | -36.98% | 85.76% | 41.13% | 51.57% | -4.28% | 41.78% |
Correlation
The correlation between HRTG and KKR is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since May 27, 2014 | 0.23 |
The correlation between HRTG and KKR shifts across timeframes, from 0.11 (1 year) to 0.24 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
HRTG:
$641.86M
KKR:
$86.39B
HRTG:
$6.53
KKR:
$3.10
HRTG:
3.20
KKR:
29.18
HRTG:
0.02
KKR:
3.08
HRTG:
0.76
KKR:
4.32
HRTG:
1.23
KKR:
1.07
HRTG:
$848.47M
KKR:
$19.99B
HRTG:
$333.64M
KKR:
$8.35B
HRTG:
$285.21M
KKR:
$9.97B
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Return for Risk
HRTG vs. KKR — Risk / Return Rank
HRTG
KKR
HRTG vs. KKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Heritage Insurance Holdings, Inc. (HRTG) 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.
| HRTG | KKR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 0.91 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.46 | -0.55 | +0.09 |
| Martin ratioReturn relative to average drawdown | -1.07 | -1.02 | -0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HRTG | KKR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.27 | -0.66 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.29 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.63 | -0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.53 | -0.42 |
Drawdowns
HRTG vs. KKR - Drawdown Comparison
The maximum HRTG drawdown since its inception was -94.36%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for HRTG and KKR.
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Drawdown Indicators
| HRTG | KKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.36% | -53.10% | -41.26% |
Max Drawdown (1Y)Largest decline over 1 year | -32.95% | -44.62% | +11.67% |
Max Drawdown (3Y)Largest decline over 3 years | -43.90% | -49.42% | +5.52% |
Max Drawdown (5Y)Largest decline over 5 years | -84.89% | -49.42% | -35.47% |
Max Drawdown (10Y)Largest decline over 10 years | -92.21% | -49.42% | -42.79% |
Current DrawdownCurrent decline from peak | -32.95% | -45.30% | +12.35% |
Average DrawdownAverage peak-to-trough decline | -46.56% | -16.16% | -30.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.24% | 23.86% | -9.62% |
Volatility
HRTG vs. KKR - Volatility Comparison
Heritage Insurance Holdings, Inc. (HRTG) has a higher volatility of 24.24% compared to KKR & Co. Inc. (KKR) at 8.20%. This indicates that HRTG's price experiences larger fluctuations and is considered to be riskier than KKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRTG | KKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.24% | 8.20% | +16.04% |
Volatility (6M)Calculated over the trailing 6-month period | 37.86% | 29.43% | +8.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 57.28% | 36.84% | +20.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 71.34% | 39.16% | +32.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 57.92% | 36.61% | +21.31% |
Dividends
HRTG vs. KKR - Dividend Comparison
HRTG has not paid dividends to shareholders, while KKR's dividend yield for the trailing twelve months is around 0.83%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRTG Heritage Insurance Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 6.67% | 4.08% | 2.37% | 1.81% | 1.63% | 1.33% | 1.47% | 0.23% |
KKR KKR & Co. Inc. | 0.83% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
Financials
HRTG vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between Heritage Insurance Holdings, 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
HRTG vs. KKR - Profitability Comparison
HRTG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Heritage Insurance Holdings, Inc. reported a gross profit of 0.00 and revenue of 212.66M. Therefore, the gross margin over that period was 0.0%.
KKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, KKR & Co. Inc. reported a gross profit of 3.98B and revenue of 4.00B. Therefore, the gross margin over that period was 99.5%.
HRTG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Heritage Insurance Holdings, Inc. reported an operating income of 50.82M and revenue of 212.66M, resulting in an operating margin of 23.9%.
KKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, KKR & Co. Inc. reported an operating income of 205.35M and revenue of 4.00B, resulting in an operating margin of 5.1%.
HRTG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Heritage Insurance Holdings, Inc. reported a net income of 36.48M and revenue of 212.66M, resulting in a net margin of 17.2%.
KKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, KKR & Co. Inc. reported a net income of 405.23M and revenue of 4.00B, resulting in a net margin of 10.1%.
Frequently Asked Questions
HRTG and KKR have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HRTG has higher volatility (24.24%) compared to KKR (8.20%). In terms of maximum drawdown, HRTG dropped -94.36% vs KKR's -53.10%.
HRTG currently has the higher Sharpe Ratio (-0.27 vs -0.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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