MSTR vs. KKR
MSTR (Strategy Inc) and KKR (KKR & Co. Inc.) are both stocks. MSTR operates in Software - Application (Technology), while KKR operates in Asset Management (Financial Services). Over the past 10 years, MSTR returned 20.92%/yr vs 24.52%/yr for KKR. At a 0.39 correlation, their price movements are largely independent.
Performance
MSTR vs. KKR - Performance Comparison
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Returns By Period
In the year-to-date period, MSTR achieves a -18.41% return, which is significantly higher than KKR's -24.22% return. Over the past 10 years, MSTR has underperformed KKR with an annualized return of 20.92%, while KKR has yielded a comparatively higher 24.52% annualized return.
MSTR
- 1D
- 3.18%
- 1M
- -30.37%
- YTD
- -18.41%
- 6M
- -29.74%
- 1Y
- -67.36%
- 3Y*
- 63.46%
- 5Y*
- 19.14%
- 10Y*
- 20.92%
KKR
- 1D
- 0.99%
- 1M
- -1.03%
- YTD
- -24.22%
- 6M
- -29.28%
- 1Y
- -22.64%
- 3Y*
- 19.99%
- 5Y*
- 12.18%
- 10Y*
- 24.52%
MSTR vs. KKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSTR Strategy Inc | -18.41% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
KKR KKR & Co. Inc. | -24.22% | -13.32% | 79.65% | 80.48% | -36.98% | 85.76% | 41.13% | 51.57% | -4.28% | 41.78% |
Correlation
The correlation between MSTR and KKR is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2010 | 0.39 |
The correlation between MSTR and KKR shifts across timeframes, from 0.32 (1 year) to 0.44 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MSTR:
$41.40B
KKR:
$91.83B
MSTR:
-$40.19
KKR:
$3.10
MSTR:
77.72
KKR:
4.60
MSTR:
1.13
KKR:
1.14
MSTR:
$490.47M
KKR:
$19.99B
MSTR:
$334.08M
KKR:
$8.35B
MSTR:
$466.93M
KKR:
$9.97B
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Return for Risk
MSTR vs. KKR — Risk / Return Rank
MSTR
KKR
MSTR vs. KKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) 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.
| MSTR | KKR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -1.03 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 0.92 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.88 | -0.51 | -0.37 |
| Martin ratioReturn relative to average drawdown | -1.27 | -0.92 | -0.35 |
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Drawdowns
MSTR vs. KKR - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for MSTR and KKR.
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Drawdown Indicators
| MSTR | KKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -53.10% | -46.76% |
Max Drawdown (1Y)Largest decline over 1 year | -76.53% | -44.62% | -31.91% |
Max Drawdown (3Y)Largest decline over 3 years | -77.42% | -49.42% | -28.00% |
Max Drawdown (5Y)Largest decline over 5 years | -84.11% | -49.42% | -34.69% |
Max Drawdown (10Y)Largest decline over 10 years | -89.27% | -49.42% | -39.85% |
Current DrawdownCurrent decline from peak | -73.84% | -41.85% | -31.99% |
Average DrawdownAverage peak-to-trough decline | -86.45% | -16.22% | -70.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 53.01% | 24.65% | +28.36% |
Volatility
MSTR vs. KKR - Volatility Comparison
Strategy Inc (MSTR) has a higher volatility of 21.60% compared to KKR & Co. Inc. (KKR) at 9.89%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier 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
| MSTR | KKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.60% | 9.89% | +11.71% |
Volatility (6M)Calculated over the trailing 6-month period | 57.34% | 29.26% | +28.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 71.15% | 37.32% | +33.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.79% | 39.23% | +51.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.80% | 36.62% | +37.18% |
Dividends
MSTR vs. KKR - Dividend Comparison
MSTR has not paid dividends to shareholders, while KKR's dividend yield for the trailing twelve months is around 0.78%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 0.78% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
MSTR Strategy 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% |
Financials
MSTR vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between Strategy 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
MSTR and KKR have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTR has higher volatility (21.60%) compared to KKR (9.89%). In terms of maximum drawdown, MSTR dropped -99.86% vs KKR's -53.10%.
KKR currently has the higher Sharpe Ratio (-0.61 vs -0.95), 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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