RJF vs. KKR
RJF (Raymond James Financial, Inc.) and KKR (KKR & Co. Inc.) are both stocks. Both are in the Financial Services sector — RJF in Capital Markets, KKR in Asset Management. Over the past 10 years, RJF returned 17.32%/yr vs 23.50%/yr for KKR. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
RJF vs. KKR - Performance Comparison
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Returns By Period
In the year-to-date period, RJF achieves a -5.81% return, which is significantly higher than KKR's -26.61% return. Over the past 10 years, RJF has underperformed KKR with an annualized return of 17.32%, while KKR has yielded a comparatively higher 23.50% annualized return.
RJF
- 1D
- -0.83%
- 1M
- -2.68%
- YTD
- -5.81%
- 6M
- -7.87%
- 1Y
- 3.71%
- 3Y*
- 17.90%
- 5Y*
- 13.36%
- 10Y*
- 17.32%
KKR
- 1D
- -0.20%
- 1M
- -8.90%
- YTD
- -26.61%
- 6M
- -28.16%
- 1Y
- -23.96%
- 3Y*
- 19.93%
- 5Y*
- 11.96%
- 10Y*
- 23.50%
RJF vs. KKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RJF Raymond James Financial, Inc. | -5.81% | 4.74% | 40.83% | 6.12% | 8.32% | 59.48% | 8.70% | 22.80% | -15.65% | 29.99% |
KKR KKR & Co. Inc. | -26.61% | -13.32% | 79.65% | 80.48% | -36.98% | 85.76% | 41.13% | 51.57% | -4.28% | 41.78% |
Correlation
The correlation between RJF and KKR is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2010 | 0.56 |
The correlation between RJF and KKR has been stable across timeframes, ranging from 0.56 to 0.64 - a consistent structural relationship.
Fundamentals
RJF:
$30.08B
KKR:
$88.94B
RJF:
$10.55
KKR:
$3.10
RJF:
14.23
KKR:
30.04
RJF:
1.21
KKR:
3.17
RJF:
1.87
KKR:
4.45
RJF:
$16.35B
KKR:
$19.99B
RJF:
$6.99B
KKR:
$8.35B
RJF:
$1.40B
KKR:
$9.97B
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Return for Risk
RJF vs. KKR — Risk / Return Rank
RJF
KKR
RJF vs. KKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Raymond James Financial, Inc. (RJF) 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.
| RJF | KKR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 0.91 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.19 | -0.54 | +0.73 |
| Martin ratioReturn relative to average drawdown | 0.40 | -0.99 | +1.40 |
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
| RJF | KKR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | -0.65 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.31 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.64 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.54 | -0.04 |
Drawdowns
RJF vs. KKR - Drawdown Comparison
The maximum RJF drawdown since its inception was -69.68%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for RJF and KKR.
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Drawdown Indicators
| RJF | KKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.68% | -53.10% | -16.58% |
Max Drawdown (1Y)Largest decline over 1 year | -19.64% | -44.62% | +24.98% |
Max Drawdown (3Y)Largest decline over 3 years | -28.12% | -49.42% | +21.30% |
Max Drawdown (5Y)Largest decline over 5 years | -32.11% | -49.42% | +17.31% |
Max Drawdown (10Y)Largest decline over 10 years | -45.59% | -49.42% | +3.83% |
Current DrawdownCurrent decline from peak | -14.02% | -43.68% | +29.66% |
Average DrawdownAverage peak-to-trough decline | -14.63% | -16.18% | +1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.19% | 24.21% | -15.02% |
Volatility
RJF vs. KKR - Volatility Comparison
The current volatility for Raymond James Financial, Inc. (RJF) is 7.61%, while KKR & Co. Inc. (KKR) has a volatility of 10.21%. This indicates that RJF 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
| RJF | KKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.61% | 10.21% | -2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 19.38% | 29.77% | -10.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.56% | 37.30% | -12.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.05% | 39.23% | -11.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.96% | 36.64% | -5.68% |
Dividends
RJF vs. KKR - Dividend Comparison
RJF's dividend yield for the trailing twelve months is around 1.38%, more than KKR's 0.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 0.80% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
RJF Raymond James Financial, Inc. | 1.38% | 1.25% | 0.87% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% |
Financials
RJF vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between Raymond James Financial, 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
RJF vs. KKR - Profitability Comparison
RJF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported a gross profit of -3.74B and revenue of 4.26B. Therefore, the gross margin over that period was -87.6%.
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%.
RJF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported an operating income of -728.00M and revenue of 4.26B, resulting in an operating margin of -17.1%.
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%.
RJF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported a net income of 544.00M and revenue of 4.26B, resulting in a net margin of 12.8%.
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%.
Frequently Asked Questions
RJF and KKR have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KKR has higher volatility (10.21%) compared to RJF (7.61%). In terms of maximum drawdown, RJF dropped -69.68% vs KKR's -53.10%.
RJF currently has the higher Sharpe Ratio (0.15 vs -0.65), 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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