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:
1.08
KKR:
2.61
HRTG:
1.79
KKR:
3.40
HRTG:
1.26
KKR:
1.44
HRTG:
1.10
KKR:
6.11
HRTG:
3.57
KKR:
19.79
HRTG:
23.37%
KKR:
4.30%
HRTG:
77.41%
KKR:
32.64%
HRTG:
-94.36%
KKR:
-53.10%
HRTG:
-52.16%
KKR:
-7.60%
Fundamentals
HRTG:
$343.66M
KKR:
$138.88B
HRTG:
$2.51
KKR:
$3.24
HRTG:
4.46
KKR:
46.45
HRTG:
0.00
KKR:
0.67
HRTG:
$606.72M
KKR:
$18.50B
HRTG:
$606.72M
KKR:
$5.39B
HRTG:
$66.58M
KKR:
$6.68B
Returns By Period
In the year-to-date period, HRTG achieves a -7.44% return, which is significantly lower than KKR's 1.75% return. Over the past 10 years, HRTG has underperformed KKR with an annualized return of -3.73%, while KKR has yielded a comparatively higher 23.87% annualized return.
HRTG
-7.44%
-10.26%
46.02%
83.01%
-1.36%
-3.73%
KKR
1.75%
-3.60%
32.65%
85.71%
38.68%
23.87%
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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 0.46%.
| 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. | 0.46% | 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
Heritage Insurance Holdings, Inc. (HRTG) has a higher volatility of 13.98% compared to KKR & Co. Inc. (KKR) at 11.51%. 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.
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