HRTG vs. KKR
Compare and contrast key facts about Heritage Insurance Holdings, Inc. (HRTG) and KKR & Co. Inc. (KKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRTG or KKR.
Correlation
The correlation between HRTG and KKR is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HRTG vs. KKR - Performance Comparison
Key characteristics
HRTG:
1.38
KKR:
0.17
HRTG:
1.94
KKR:
0.56
HRTG:
1.29
KKR:
1.08
HRTG:
1.38
KKR:
0.18
HRTG:
3.98
KKR:
0.59
HRTG:
25.42%
KKR:
13.61%
HRTG:
73.54%
KKR:
45.77%
HRTG:
-94.36%
KKR:
-53.10%
HRTG:
-19.40%
KKR:
-38.05%
Fundamentals
HRTG:
$577.57M
KKR:
$94.17B
HRTG:
$2.01
KKR:
$3.28
HRTG:
9.39
KKR:
31.52
HRTG:
0.00
KKR:
0.50
HRTG:
0.71
KKR:
3.56
HRTG:
1.99
KKR:
3.88
HRTG:
$625.68M
KKR:
$12.04B
HRTG:
$625.68M
KKR:
$2.82B
HRTG:
$75.99M
KKR:
$6.99B
Returns By Period
In the year-to-date period, HRTG achieves a 55.95% return, which is significantly higher than KKR's -30.03% return. Over the past 10 years, HRTG has underperformed KKR with an annualized return of 0.46%, while KKR has yielded a comparatively higher 19.02% annualized return.
HRTG
55.95%
35.85%
86.65%
98.84%
12.78%
0.46%
KKR
-30.03%
-11.30%
-25.88%
11.38%
35.52%
19.02%
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Risk-Adjusted Performance
HRTG vs. KKR — Risk-Adjusted Performance Rank
HRTG
KKR
HRTG vs. KKR - Risk-Adjusted Performance 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.
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 0.68%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRTG Heritage Insurance Holdings, Inc. | 0.00% | 0.00% | 0.00% | 6.67% | 4.08% | 2.37% | 1.81% | 1.63% | 1.33% | 1.47% | 0.23% | 0.00% |
KKR KKR & Co. Inc. | 0.68% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% |
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. For additional features, visit the drawdowns tool.
Volatility
HRTG vs. KKR - Volatility Comparison
The current volatility for Heritage Insurance Holdings, Inc. (HRTG) is 16.50%, while KKR & Co. Inc. (KKR) has a volatility of 28.30%. This indicates that HRTG experiences smaller price fluctuations and is considered to be less risky than KKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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