RHHBY vs. KR
RHHBY (Roche Holding AG) and KR (The Kroger Co.) are both stocks. RHHBY operates in Drug Manufacturers - General (Healthcare), while KR operates in Grocery Stores (Consumer Defensive). Over the past 10 years, RHHBY returned 7.66%/yr vs 7.71%/yr for KR. At a 0.14 correlation, their price movements are largely independent.
Performance
RHHBY vs. KR - Performance Comparison
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Returns By Period
In the year-to-date period, RHHBY achieves a 1.04% return, which is significantly lower than KR's 1.81% return. Both investments have delivered pretty close results over the past 10 years, with RHHBY having a 7.66% annualized return and KR not far ahead at 7.71%.
RHHBY
- 1D
- -1.81%
- 1M
- -1.06%
- YTD
- 1.04%
- 6M
- 6.55%
- 1Y
- 27.52%
- 3Y*
- 12.73%
- 5Y*
- 4.71%
- 10Y*
- 7.66%
KR
- 1D
- -0.96%
- 1M
- -3.58%
- YTD
- 1.81%
- 6M
- 0.36%
- 1Y
- -2.84%
- 3Y*
- 13.36%
- 5Y*
- 12.84%
- 10Y*
- 7.71%
RHHBY vs. KR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RHHBY Roche Holding AG | 1.04% | 52.86% | 0.23% | -4.02% | -22.21% | 20.20% | 9.94% | 33.47% | 2.16% | 14.32% |
KR The Kroger Co. | 1.81% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 2.08% | -18.97% |
Correlation
The correlation between RHHBY and KR is -0.04, 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 | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2001 | 0.14 |
The correlation between RHHBY and KR shifts across timeframes, from -0.04 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.
Fundamentals
RHHBY:
$5.42
KR:
$1.20
RHHBY:
9.33
KR:
52.67
RHHBY:
1.51
KR:
0.28
RHHBY:
$107.65B
KR:
$147.23B
RHHBY:
$79.28B
KR:
$33.42B
RHHBY:
$31.01B
KR:
$5.29B
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Return for Risk
RHHBY vs. KR — Risk / Return Rank
RHHBY
KR
RHHBY vs. KR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roche Holding AG (RHHBY) and The Kroger Co. (KR). 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.
| RHHBY | KR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.11 | ||
| Sortino ratioReturn per unit of downside risk | +1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.01 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | -0.15 | +1.57 |
| Martin ratioReturn relative to average drawdown | 3.49 | -0.29 | +3.77 |
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
| RHHBY | KR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | -0.10 | +1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.48 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.27 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.36 | -0.01 |
Drawdowns
RHHBY vs. KR - Drawdown Comparison
The maximum RHHBY drawdown since its inception was -45.73%, smaller than the maximum KR drawdown of -66.81%. Use the drawdown chart below to compare losses from any high point for RHHBY and KR.
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Drawdown Indicators
| RHHBY | KR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.73% | -66.81% | +21.08% |
Max Drawdown (1Y)Largest decline over 1 year | -19.38% | -19.44% | +0.06% |
Max Drawdown (3Y)Largest decline over 3 years | -23.46% | -19.44% | -4.02% |
Max Drawdown (5Y)Largest decline over 5 years | -40.88% | -31.07% | -9.81% |
Max Drawdown (10Y)Largest decline over 10 years | -40.88% | -46.25% | +5.37% |
Current DrawdownCurrent decline from peak | -13.99% | -16.28% | +2.29% |
Average DrawdownAverage peak-to-trough decline | -12.84% | -22.44% | +9.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.91% | 9.96% | -2.05% |
Volatility
RHHBY vs. KR - Volatility Comparison
The current volatility for Roche Holding AG (RHHBY) is 8.10%, while The Kroger Co. (KR) has a volatility of 9.14%. This indicates that RHHBY experiences smaller price fluctuations and is considered to be less risky than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RHHBY | KR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.10% | 9.14% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 18.55% | 20.12% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.48% | 27.52% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.39% | 26.86% | -3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.58% | 28.95% | -6.37% |
Dividends
RHHBY vs. KR - Dividend Comparison
RHHBY's dividend yield for the trailing twelve months is around 3.07%, more than KR's 2.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | 2.22% | 2.14% | 2.00% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% |
RHHBY Roche Holding AG | 3.07% | 2.69% | 3.87% | 3.55% | 3.23% | 1.57% | 1.66% | 1.70% | 3.58% | 3.25% | 3.57% | 2.91% |
Financials
RHHBY vs. KR - Financials Comparison
This section allows you to compare key financial metrics between Roche Holding AG and The Kroger Co.. 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
RHHBY vs. KR - Profitability Comparison
RHHBY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Roche Holding AG reported a gross profit of 21.75B and revenue of 30.32B. Therefore, the gross margin over that period was 71.7%.
KR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a gross profit of 7.12B and revenue of 33.86B. Therefore, the gross margin over that period was 21.0%.
RHHBY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Roche Holding AG reported an operating income of 7.05B and revenue of 30.32B, resulting in an operating margin of 23.2%.
KR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported an operating income of -1.54B and revenue of 33.86B, resulting in an operating margin of -4.6%.
RHHBY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Roche Holding AG reported a net income of 5.42B and revenue of 30.32B, resulting in a net margin of 17.9%.
KR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a net income of -1.32B and revenue of 33.86B, resulting in a net margin of -3.9%.
Frequently Asked Questions
RHHBY and KR have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KR has higher volatility (9.14%) compared to RHHBY (8.10%). In terms of maximum drawdown, RHHBY dropped -45.73% vs KR's -66.81%.
RHHBY currently has the higher Sharpe Ratio (1.01 vs -0.10), 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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