KKR vs. BAM
KKR (KKR & Co. Inc.) and BAM (Brookfield Asset Management Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 3 years, KKR returned 19.93%/yr vs 17.08%/yr for BAM. A 0.64 correlation means they provide meaningful diversification when combined.
Performance
KKR vs. BAM - 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 BAM's -10.42% 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%
BAM
- 1D
- -0.45%
- 1M
- -6.66%
- YTD
- -10.42%
- 6M
- -11.77%
- 1Y
- -17.14%
- 3Y*
- 17.08%
- 5Y*
- —
- 10Y*
- —
KKR vs. BAM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
KKR KKR & Co. Inc. | -26.61% | -13.32% | 79.65% | 80.48% | -11.67% |
BAM Brookfield Asset Management Inc. | -10.42% | -0.24% | 39.70% | 45.61% | -10.41% |
Correlation
The correlation between KKR and BAM is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 2022 | 0.64 |
The correlation between KKR and BAM has been stable across timeframes, ranging from 0.64 to 0.68 - a consistent structural relationship.
Fundamentals
KKR:
$88.94B
BAM:
$74.44B
KKR:
$3.10
BAM:
$1.55
KKR:
30.04
BAM:
29.64
KKR:
3.17
BAM:
0.05
KKR:
4.45
BAM:
14.71
KKR:
1.10
BAM:
6.63
KKR:
$19.99B
BAM:
$5.08B
KKR:
$8.35B
BAM:
$3.26B
KKR:
$9.97B
BAM:
$2.35B
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Return for Risk
KKR vs. BAM — Risk / Return Rank
KKR
BAM
KKR vs. BAM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and Brookfield Asset Management Inc. (BAM). 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 | BAM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 0.92 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | -0.57 | +0.03 |
| Martin ratioReturn relative to average drawdown | -0.99 | -1.04 | +0.05 |
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 | BAM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.65 | -0.58 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.50 | +0.04 |
Drawdowns
KKR vs. BAM - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, which is greater than BAM's maximum drawdown of -30.37%. Use the drawdown chart below to compare losses from any high point for KKR and BAM.
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Drawdown Indicators
| KKR | BAM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.10% | -30.37% | -22.73% |
Max Drawdown (1Y)Largest decline over 1 year | -44.62% | -30.37% | -14.25% |
Max Drawdown (3Y)Largest decline over 3 years | -49.42% | -30.37% | -19.05% |
Max Drawdown (5Y)Largest decline over 5 years | -49.42% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -49.42% | — | — |
Current DrawdownCurrent decline from peak | -43.68% | -24.56% | -19.12% |
Average DrawdownAverage peak-to-trough decline | -16.18% | -8.81% | -7.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.21% | 16.58% | +7.63% |
Volatility
KKR vs. BAM - Volatility Comparison
KKR & Co. Inc. (KKR) and Brookfield Asset Management Inc. (BAM) have volatilities of 10.21% and 10.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KKR | BAM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.21% | 10.23% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 29.77% | 22.52% | +7.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.30% | 29.85% | +7.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.23% | 30.23% | +9.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.64% | 30.23% | +6.41% |
Dividends
KKR vs. BAM - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.80%, less than BAM's 4.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAM Brookfield Asset Management Inc. | 4.09% | 3.34% | 2.80% | 3.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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. BAM - Financials Comparison
This section allows you to compare key financial metrics between KKR & Co. Inc. and Brookfield Asset Management 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
KKR vs. BAM - Profitability Comparison
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%.
BAM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Inc. reported a gross profit of 0.00 and revenue of 1.34B. Therefore, the gross margin over that period was 0.0%.
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%.
BAM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Inc. reported an operating income of 0.00 and revenue of 1.34B, resulting in an operating margin of 0.0%.
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%.
BAM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Inc. reported a net income of 617.00M and revenue of 1.34B, resulting in a net margin of 46.1%.
Frequently Asked Questions
KKR and BAM have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BAM has higher volatility (10.23%) compared to KKR (10.21%). In terms of maximum drawdown, KKR dropped -53.10% vs BAM's -30.37%.
BAM currently has the higher Sharpe Ratio (-0.58 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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