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:
1.49
KKR:
1.40
HRTG:
2.11
KKR:
2.02
HRTG:
1.32
KKR:
1.26
HRTG:
1.57
KKR:
2.87
HRTG:
4.61
KKR:
9.61
HRTG:
24.97%
KKR:
4.96%
HRTG:
77.09%
KKR:
34.09%
HRTG:
-94.36%
KKR:
-53.10%
HRTG:
-45.88%
KKR:
-15.76%
Fundamentals
HRTG:
$388.77M
KKR:
$128.55B
HRTG:
$2.61
KKR:
$3.30
HRTG:
4.85
KKR:
42.59
HRTG:
0.00
KKR:
0.64
HRTG:
$606.72M
KKR:
$18.44B
HRTG:
$606.72M
KKR:
$2.89B
HRTG:
$66.58M
KKR:
$6.68B
Returns By Period
In the year-to-date period, HRTG achieves a 4.71% return, which is significantly higher than KKR's -4.85% return. Over the past 10 years, HRTG has underperformed KKR with an annualized return of -2.94%, while KKR has yielded a comparatively higher 22.21% annualized return.
HRTG
4.71%
13.84%
-16.26%
100.47%
2.41%
-2.94%
KKR
-4.85%
-10.68%
17.25%
47.79%
34.44%
22.21%
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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 0.50%.
| 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. | 0.50% | 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 9.67%, while KKR & Co. Inc. (KKR) has a volatility of 12.89%. 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