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KREF vs. BXMT
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

KREF vs. BXMT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KKR Real Estate Finance Trust Inc. (KREF) and Blackstone Mortgage Trust, Inc. (BXMT). The values are adjusted to include any dividend payments, if applicable.

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KREF vs. BXMT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KREF
KKR Real Estate Finance Trust Inc.
-22.46%-9.25%-15.80%9.15%-25.89%27.86%-2.82%16.15%4.26%-5.19%
BXMT
Blackstone Mortgage Trust, Inc.
2.61%21.13%-7.90%13.46%-24.03%20.27%-17.83%25.16%6.95%11.85%

Fundamentals

Market Cap

KREF:

$400.51M

BXMT:

$3.27B

EPS

KREF:

-$0.73

BXMT:

$0.64

PS Ratio

KREF:

1.10

BXMT:

4.78

PB Ratio

KREF:

0.47

BXMT:

0.94

Total Revenue (TTM)

KREF:

$369.54M

BXMT:

$687.12M

Gross Profit (TTM)

KREF:

$330.34M

BXMT:

$571.43M

EBITDA (TTM)

KREF:

$205.65M

BXMT:

$0.00

Returns By Period

In the year-to-date period, KREF achieves a -22.46% return, which is significantly lower than BXMT's 2.61% return.


KREF

1D
1.66%
1M
-8.29%
YTD
-22.46%
6M
-27.02%
1Y
-35.70%
3Y*
-8.64%
5Y*
-10.51%
10Y*

BXMT

1D
1.86%
1M
2.18%
YTD
2.61%
6M
9.22%
1Y
5.64%
3Y*
14.15%
5Y*
0.52%
10Y*
6.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

KREF vs. BXMT — Risk / Return Rank

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

KREF
KREF Risk / Return Rank: 44
Overall Rank
KREF Sharpe Ratio Rank: 22
Sharpe Ratio Rank
KREF Sortino Ratio Rank: 44
Sortino Ratio Rank
KREF Omega Ratio Rank: 55
Omega Ratio Rank
KREF Calmar Ratio Rank: 77
Calmar Ratio Rank
KREF Martin Ratio Rank: 33
Martin Ratio Rank

BXMT
BXMT Risk / Return Rank: 5050
Overall Rank
BXMT Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
BXMT Sortino Ratio Rank: 4343
Sortino Ratio Rank
BXMT Omega Ratio Rank: 4242
Omega Ratio Rank
BXMT Calmar Ratio Rank: 5757
Calmar Ratio Rank
BXMT Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KREF vs. BXMT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KKR Real Estate Finance Trust Inc. (KREF) and Blackstone Mortgage Trust, Inc. (BXMT). 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.


KREFBXMTDifference

Sharpe ratio

Return per unit of total volatility

-1.20

0.24

-1.44

Sortino ratio

Return per unit of downside risk

-1.72

0.50

-2.22

Omega ratio

Gain probability vs. loss probability

0.80

1.06

-0.26

Calmar ratio

Return relative to maximum drawdown

-0.91

0.63

-1.54

Martin ratio

Return relative to average drawdown

-1.89

1.75

-3.64

KREF vs. BXMT - Sharpe Ratio Comparison

The current KREF Sharpe Ratio is -1.20, which is lower than the BXMT Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of KREF and BXMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


KREFBXMTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.20

0.24

-1.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.36

0.02

-0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.14

0.04

-0.18

Correlation

The correlation between KREF and BXMT is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

KREF vs. BXMT - Dividend Comparison

KREF's dividend yield for the trailing twelve months is around 16.34%, more than BXMT's 9.82% yield.


TTM20252024202320222021202020192018201720162015
KREF
KKR Real Estate Finance Trust Inc.
16.34%12.17%9.90%13.00%12.32%9.53%9.60%8.42%8.83%4.95%0.00%0.00%
BXMT
Blackstone Mortgage Trust, Inc.
9.82%9.83%12.52%11.66%11.71%8.10%9.01%6.66%7.78%7.71%8.25%8.52%

Drawdowns

KREF vs. BXMT - Drawdown Comparison

The maximum KREF drawdown since its inception was -57.33%, smaller than the maximum BXMT drawdown of -97.98%. Use the drawdown chart below to compare losses from any high point for KREF and BXMT.


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Drawdown Indicators


KREFBXMTDifference

Max Drawdown

Largest peak-to-trough decline

-57.33%

-97.98%

+40.65%

Max Drawdown (1Y)

Largest decline over 1 year

-37.65%

-13.72%

-23.93%

Max Drawdown (5Y)

Largest decline over 5 years

-57.33%

-43.02%

-14.31%

Max Drawdown (10Y)

Largest decline over 10 years

-67.86%

Current Drawdown

Current decline from peak

-55.41%

-68.35%

+12.94%

Average Drawdown

Average peak-to-trough decline

-18.85%

-58.83%

+39.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.58%

5.12%

+13.46%

Volatility

KREF vs. BXMT - Volatility Comparison

KKR Real Estate Finance Trust Inc. (KREF) has a higher volatility of 8.87% compared to Blackstone Mortgage Trust, Inc. (BXMT) at 7.95%. This indicates that KREF's price experiences larger fluctuations and is considered to be riskier than BXMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KREFBXMTDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.87%

7.95%

+0.92%

Volatility (6M)

Calculated over the trailing 6-month period

20.70%

15.45%

+5.25%

Volatility (1Y)

Calculated over the trailing 1-year period

29.85%

23.73%

+6.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.40%

27.53%

+1.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.47%

32.48%

-2.01%

Financials

KREF vs. BXMT - Financials Comparison

This section allows you to compare key financial metrics between KKR Real Estate Finance Trust Inc. and Blackstone Mortgage Trust, 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


0.00100.00M200.00M300.00M400.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
107.51M
389.03M
(KREF) Total Revenue
(BXMT) Total Revenue
Values in USD except per share items