LPLA vs. KKR
LPLA (LPL Financial Holdings Inc.) and KKR (KKR & Co. Inc.) are both stocks. Both are in the Financial Services sector — LPLA in Capital Markets, KKR in Asset Management. Over the past 10 years, LPLA returned 31.87%/yr vs 23.89%/yr for KKR. Their 0.45 correlation means their historical movements had little consistent relationship.
Performance
LPLA vs. KKR - Performance Comparison
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Returns By Period
In the year-to-date period, LPLA achieves a -0.77% return, which is significantly higher than KKR's -19.89% return. Over the past 10 years, LPLA has outperformed KKR with an annualized return of 31.87%, while KKR has yielded a comparatively lower 23.89% annualized return.
LPLA
- 1D
- 4.28%
- 1M
- 19.83%
- 6M
- -2.77%
- YTD
- -0.77%
- 1Y
- -4.03%
- 3Y*
- 15.40%
- 5Y*
- 20.76%
- 10Y*
- 31.87%
- ALL TIME*
- 18.24%
KKR
- 1D
- 0.45%
- 1M
- 8.09%
- 6M
- -10.62%
- YTD
- -19.89%
- 1Y
- -28.16%
- 3Y*
- 20.26%
- 5Y*
- 10.73%
- 10Y*
- 23.89%
- ALL TIME*
- 19.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $374.31M | $370.90M | $436.47M | |
| $245.98M | $229.65M | $293.81M |
LPLA vs. KKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | -0.77% | 9.76% | 44.12% | 5.88% | 35.69% | 54.63% | 14.58% | 52.95% | 8.53% | 66.03% |
KKR KKR & Co. Inc. | -19.89% | -13.32% | 79.65% | 80.48% | -36.98% | 85.76% | 41.13% | 51.57% | -4.28% | 41.78% |
Correlation
The correlation between LPLA and KKR is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.51 |
Correlation (3Y) Balances recent behavior with more history. | 0.45 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.48 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.49 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2010 | 0.45 |
The correlation between LPLA and KKR has been stable across timeframes, ranging from 0.45 to 0.51 - a consistent structural relationship.
Fundamentals
LPLA:
$28.29B
KKR:
$91.07B
LPLA:
$12.53
KKR:
$3.10
LPLA:
28.23
KKR:
32.70
LPLA:
1.19
KKR:
3.45
LPLA:
1.45
KKR:
4.84
LPLA:
4.93
KKR:
1.20
LPLA:
$19.61B
KKR:
$19.99B
LPLA:
$11.37B
KKR:
$8.35B
LPLA:
$2.34B
KKR:
$9.97B
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Return for Risk
LPLA vs. KKR — Risk / Return Rank
LPLA
KKR
LPLA vs. KKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and KKR & Co. Inc. (KKR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LPLA | KKR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.53 | ||
| Sortino ratioReturn per unit of downside risk | +0.88 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 0.88 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | -0.69 | +0.37 |
| Martin ratioReturn relative to average drawdown | -0.63 | -1.13 | +0.50 |
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Drawdowns
LPLA vs. KKR - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for LPLA and KKR.
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Drawdown Indicators
| LPLA | KKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.32% | -53.10% | -16.22% |
Max Drawdown (1Y)Largest decline over 1 year | -32.26% | -43.64% | +11.38% |
Max Drawdown (3Y)Largest decline over 3 years | -33.18% | -49.42% | +16.24% |
Max Drawdown (5Y)Largest decline over 5 years | -33.18% | -49.42% | +16.24% |
Max Drawdown (10Y)Largest decline over 10 years | -60.34% | -49.42% | -10.92% |
Current DrawdownCurrent decline from peak | -11.03% | -38.53% | +27.50% |
Average DrawdownAverage peak-to-trough decline | -13.98% | -16.42% | +2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.47% | 26.75% | -9.28% |
Volatility
LPLA vs. KKR - Volatility Comparison
The current volatility for LPL Financial Holdings Inc. (LPLA) is 8.03%, while KKR & Co. Inc. (KKR) has a volatility of 9.72%. This indicates that LPLA experiences smaller price fluctuations and is considered to be less risky than KKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPLA | KKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.03% | 9.72% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 28.77% | 29.45% | -0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.05% | 37.52% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.02% | 39.43% | -3.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.84% | 36.59% | +1.25% |
Dividends
LPLA vs. KKR - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.34%, less than KKR's 1.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 1.02% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
LPLA LPL Financial Holdings Inc. | 0.34% | 0.34% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% |
Financials
LPLA vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between LPL Financial Holdings Inc. and KKR & Co. 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
Frequently Asked Questions
LPLA and KKR have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KKR has higher volatility (9.72%) compared to LPLA (8.03%). In terms of maximum drawdown, LPLA dropped -69.32% vs KKR's -53.10%.
LPLA currently has the higher Sharpe Ratio (-0.28 vs -0.81), 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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