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KKR vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between KKR and BRK-B is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

KKR vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KKR & Co. Inc. (KKR) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

500.00%1,000.00%1,500.00%2,000.00%2,500.00%NovemberDecember2025FebruaryMarchApril
1,558.87%
515.21%
KKR
BRK-B

Key characteristics

Sharpe Ratio

KKR:

-0.00

BRK-B:

1.03

Sortino Ratio

KKR:

0.28

BRK-B:

1.47

Omega Ratio

KKR:

1.04

BRK-B:

1.21

Calmar Ratio

KKR:

-0.00

BRK-B:

2.05

Martin Ratio

KKR:

-0.01

BRK-B:

5.12

Ulcer Index

KKR:

11.85%

BRK-B:

3.53%

Daily Std Dev

KKR:

41.89%

BRK-B:

17.59%

Max Drawdown

KKR:

-53.10%

BRK-B:

-53.86%

Current Drawdown

KKR:

-41.54%

BRK-B:

-8.80%

Fundamentals

Market Cap

KKR:

$85.63B

BRK-B:

$1.07T

EPS

KKR:

$3.28

BRK-B:

$41.26

PE Ratio

KKR:

28.29

BRK-B:

11.96

PEG Ratio

KKR:

0.43

BRK-B:

10.06

Total Revenue (TTM)

KKR:

$12.04B

BRK-B:

$311.97B

Gross Profit (TTM)

KKR:

$2.82B

BRK-B:

$227.52B

EBITDA (TTM)

KKR:

$6.99B

BRK-B:

$105.57B

Returns By Period

In the year-to-date period, KKR achieves a -33.97% return, which is significantly lower than BRK-B's 8.18% return. Over the past 10 years, KKR has outperformed BRK-B with an annualized return of 18.58%, while BRK-B has yielded a comparatively lower 13.11% annualized return.


KKR

YTD

-33.97%

1M

-15.38%

6M

-25.54%

1Y

-2.80%

5Y*

33.16%

10Y*

18.58%

BRK-B

YTD

8.18%

1M

-1.06%

6M

8.13%

1Y

17.14%

5Y*

20.84%

10Y*

13.11%

*Annualized

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Risk-Adjusted Performance

KKR vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KKR
The Risk-Adjusted Performance Rank of KKR is 5656
Overall Rank
The Sharpe Ratio Rank of KKR is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of KKR is 5353
Sortino Ratio Rank
The Omega Ratio Rank of KKR is 5353
Omega Ratio Rank
The Calmar Ratio Rank of KKR is 5858
Calmar Ratio Rank
The Martin Ratio Rank of KKR is 5858
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8787
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

KKR vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and Berkshire Hathaway Inc. (BRK-B). 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.


The chart of Sharpe ratio for KKR, currently valued at -0.00, compared to the broader market-2.00-1.000.001.002.00
KKR: -0.00
BRK-B: 1.03
The chart of Sortino ratio for KKR, currently valued at 0.28, compared to the broader market-6.00-4.00-2.000.002.004.00
KKR: 0.28
BRK-B: 1.47
The chart of Omega ratio for KKR, currently valued at 1.04, compared to the broader market0.501.001.502.00
KKR: 1.04
BRK-B: 1.21
The chart of Calmar ratio for KKR, currently valued at -0.00, compared to the broader market0.001.002.003.004.00
KKR: -0.00
BRK-B: 2.05
The chart of Martin ratio for KKR, currently valued at -0.01, compared to the broader market-10.00-5.000.005.0010.0015.00
KKR: -0.01
BRK-B: 5.12

The current KKR Sharpe Ratio is -0.00, which is lower than the BRK-B Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of KKR and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
-0.00
1.03
KKR
BRK-B

Dividends

KKR vs. BRK-B - Dividend Comparison

KKR's dividend yield for the trailing twelve months is around 0.72%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
KKR
KKR & Co. Inc.
0.72%0.47%0.78%1.31%0.77%1.31%1.71%3.23%3.18%4.16%10.13%8.75%
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

KKR vs. BRK-B - Drawdown Comparison

The maximum KKR drawdown since its inception was -53.10%, roughly equal to the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for KKR and BRK-B. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-41.54%
-8.80%
KKR
BRK-B

Volatility

KKR vs. BRK-B - Volatility Comparison

KKR & Co. Inc. (KKR) has a higher volatility of 23.79% compared to Berkshire Hathaway Inc. (BRK-B) at 8.68%. This indicates that KKR's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
23.79%
8.68%
KKR
BRK-B

Financials

KKR vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between KKR & Co. Inc. and Berkshire Hathaway 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items