KKR vs. O
KKR (KKR & Co. Inc.) and O (Realty Income Corporation) are both stocks. KKR operates in Asset Management (Financial Services), while O operates in REIT - Retail (Real Estate). Over the past 10 years, KKR returned 23.19%/yr vs 4.67%/yr for O. At a 0.22 correlation, their price movements are largely independent.
Performance
KKR vs. O - Performance Comparison
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Returns By Period
In the year-to-date period, KKR achieves a -24.83% return, which is significantly lower than O's 8.31% return. Over the past 10 years, KKR has outperformed O with an annualized return of 23.19%, while O has yielded a comparatively lower 4.67% annualized return.
KKR
- 1D
- 5.45%
- 1M
- -6.23%
- YTD
- -24.83%
- 6M
- -25.39%
- 1Y
- -20.26%
- 3Y*
- 21.72%
- 5Y*
- 12.44%
- 10Y*
- 23.19%
O
- 1D
- 0.05%
- 1M
- -5.60%
- YTD
- 8.31%
- 6M
- 5.39%
- 1Y
- 12.81%
- 3Y*
- 5.58%
- 5Y*
- 2.48%
- 10Y*
- 4.67%
KKR vs. O - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | -24.83% | -13.32% | 79.65% | 80.48% | -36.98% | 85.76% | 41.13% | 51.57% | -4.28% | 41.78% |
O Realty Income Corporation | 8.31% | 12.20% | -2.11% | -4.55% | -7.38% | 23.95% | -11.60% | 21.27% | 15.94% | 3.67% |
Correlation
The correlation between KKR and O is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2010 | 0.22 |
The correlation between KKR and O shifts across timeframes, from -0.03 (1 year) to 0.25 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
KKR:
$3.10
O:
$1.17
KKR:
30.77
O:
50.88
KKR:
3.24
O:
4.14
KKR:
4.56
O:
6.88
KKR:
$19.99B
O:
$5.92B
KKR:
$8.35B
O:
$3.89B
KKR:
$9.97B
O:
$3.93B
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Return for Risk
KKR vs. O — Risk / Return Rank
KKR
O
KKR vs. O - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and Realty Income Corporation (O). 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 | O | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.72 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.14 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.46 | 1.16 | -1.61 |
| Martin ratioReturn relative to average drawdown | -0.85 | 2.91 | -3.75 |
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 | O | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.55 | 0.81 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.13 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.18 | +0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.48 | +0.06 |
Drawdowns
KKR vs. O - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for KKR and O.
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Drawdown Indicators
| KKR | O | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.10% | -48.45% | -4.65% |
Max Drawdown (1Y)Largest decline over 1 year | -44.62% | -11.10% | -33.52% |
Max Drawdown (3Y)Largest decline over 3 years | -49.42% | -26.49% | -22.93% |
Max Drawdown (5Y)Largest decline over 5 years | -49.42% | -34.48% | -14.94% |
Max Drawdown (10Y)Largest decline over 10 years | -49.42% | -48.28% | -1.14% |
Current DrawdownCurrent decline from peak | -42.32% | -10.39% | -31.93% |
Average DrawdownAverage peak-to-trough decline | -16.16% | -9.21% | -6.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.97% | 4.42% | +19.55% |
Volatility
KKR vs. O - Volatility Comparison
KKR & Co. Inc. (KKR) has a higher volatility of 10.07% compared to Realty Income Corporation (O) at 5.47%. This indicates that KKR's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KKR | O | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.07% | 5.47% | +4.60% |
Volatility (6M)Calculated over the trailing 6-month period | 29.94% | 11.72% | +18.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.24% | 15.92% | +21.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.24% | 18.87% | +20.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.64% | 25.62% | +11.02% |
Dividends
KKR vs. O - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.79%, less than O's 5.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 0.79% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
O Realty Income Corporation | 5.42% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
Financials
KKR vs. O - Financials Comparison
This section allows you to compare key financial metrics between KKR & Co. Inc. and Realty Income Corporation. 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. O - 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%.
O - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported a gross profit of 0.00 and revenue of 1.55B. 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%.
O - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported an operating income of 0.00 and revenue of 1.55B, 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%.
O - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported a net income of -9.17M and revenue of 1.55B, resulting in a net margin of -0.6%.
Frequently Asked Questions
KKR and O have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KKR has higher volatility (10.07%) compared to O (5.47%). In terms of maximum drawdown, KKR dropped -53.10% vs O's -48.45%.
O currently has the higher Sharpe Ratio (0.81 vs -0.55), 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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