KKR vs. AB
KKR (KKR & Co. Inc.) and AB (AllianceBernstein Holding L.P.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, KKR returned 23.50%/yr vs 14.30%/yr for AB. At a 0.45 correlation, their price movements are largely independent.
Performance
KKR vs. AB - Performance Comparison
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Returns By Period
In the year-to-date period, KKR achieves a -26.61% return, which is significantly lower than AB's -0.39% return. Over the past 10 years, KKR has outperformed AB with an annualized return of 23.50%, while AB has yielded a comparatively lower 14.30% annualized return.
KKR
- 1D
- -0.20%
- 1M
- -8.90%
- YTD
- -26.61%
- 6M
- -28.16%
- 1Y
- -23.96%
- 3Y*
- 19.93%
- 5Y*
- 11.96%
- 10Y*
- 23.50%
AB
- 1D
- -1.64%
- 1M
- -6.29%
- YTD
- -0.39%
- 6M
- -8.47%
- 1Y
- -0.43%
- 3Y*
- 11.52%
- 5Y*
- 3.78%
- 10Y*
- 14.30%
KKR vs. AB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | -26.61% | -13.32% | 79.65% | 80.48% | -36.98% | 85.76% | 41.13% | 51.57% | -4.28% | 41.78% |
AB AllianceBernstein Holding L.P. | -0.39% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
Correlation
The correlation between KKR and AB is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2010 | 0.45 |
The correlation between KKR and AB shifts across timeframes, from 0.36 (1 year) to 0.49 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
KKR:
$88.94B
AB:
$3.39B
KKR:
$3.10
AB:
$3.22
KKR:
30.04
AB:
11.38
KKR:
4.45
AB:
14.16
KKR:
1.10
AB:
2.69
KKR:
$19.99B
AB:
$250.00M
KKR:
$8.35B
AB:
$250.00M
KKR:
$9.97B
AB:
$252.50M
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Return for Risk
KKR vs. AB — Risk / Return Rank
KKR
AB
KKR vs. AB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and AllianceBernstein Holding L.P. (AB). 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.
| KKR | AB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.87 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.02 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | -0.03 | -0.51 |
| Martin ratioReturn relative to average drawdown | -0.99 | -0.07 | -0.93 |
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
| KKR | AB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.65 | -0.02 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.13 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.44 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.46 | +0.08 |
Drawdowns
KKR vs. AB - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, smaller than the maximum AB drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for KKR and AB.
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Drawdown Indicators
| KKR | AB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.10% | -87.65% | +34.55% |
Max Drawdown (1Y)Largest decline over 1 year | -44.62% | -14.68% | -29.94% |
Max Drawdown (3Y)Largest decline over 3 years | -49.42% | -20.84% | -28.58% |
Max Drawdown (5Y)Largest decline over 5 years | -49.42% | -45.76% | -3.66% |
Max Drawdown (10Y)Largest decline over 10 years | -49.42% | -58.08% | +8.66% |
Current DrawdownCurrent decline from peak | -43.68% | -10.44% | -33.24% |
Average DrawdownAverage peak-to-trough decline | -16.18% | -26.21% | +10.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.21% | 6.68% | +17.53% |
Volatility
KKR vs. AB - Volatility Comparison
KKR & Co. Inc. (KKR) has a higher volatility of 10.21% compared to AllianceBernstein Holding L.P. (AB) at 4.11%. This indicates that KKR's price experiences larger fluctuations and is considered to be riskier than AB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KKR | AB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.21% | 4.11% | +6.10% |
Volatility (6M)Calculated over the trailing 6-month period | 29.77% | 18.51% | +11.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.30% | 22.42% | +14.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.23% | 28.24% | +10.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.64% | 32.40% | +4.24% |
Dividends
KKR vs. AB - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.80%, less than AB's 9.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.30% | 9.02% | 8.03% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% |
KKR KKR & Co. Inc. | 0.80% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
Financials
KKR vs. AB - Financials Comparison
This section allows you to compare key financial metrics between KKR & Co. Inc. and AllianceBernstein Holding L.P.. 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
Frequently Asked Questions
KKR and AB have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KKR has higher volatility (10.21%) compared to AB (4.11%). In terms of maximum drawdown, KKR dropped -53.10% vs AB's -87.65%.
AB currently has the higher Sharpe Ratio (-0.02 vs -0.65), 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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