SHOP vs. KKR
SHOP (Shopify Inc.) and KKR (KKR & Co. Inc.) are both stocks. SHOP operates in Software - Application (Technology), while KKR operates in Asset Management (Financial Services). Over the past 10 years, SHOP returned 43.59%/yr vs 24.52%/yr for KKR. At a 0.42 correlation, their price movements are largely independent.
Performance
SHOP vs. KKR - Performance Comparison
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Returns By Period
In the year-to-date period, SHOP achieves a -32.76% return, which is significantly lower than KKR's -24.22% return. Over the past 10 years, SHOP has outperformed KKR with an annualized return of 43.59%, while KKR has yielded a comparatively lower 24.52% annualized return.
SHOP
- 1D
- -2.02%
- 1M
- 11.11%
- YTD
- -32.76%
- 6M
- -34.08%
- 1Y
- 2.75%
- 3Y*
- 19.24%
- 5Y*
- -2.79%
- 10Y*
- 43.59%
KKR
- 1D
- 0.99%
- 1M
- -3.15%
- YTD
- -24.22%
- 6M
- -29.28%
- 1Y
- -20.15%
- 3Y*
- 19.99%
- 5Y*
- 12.18%
- 10Y*
- 24.52%
SHOP vs. KKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHOP Shopify Inc. | -32.76% | 51.39% | 36.50% | 124.43% | -74.80% | 21.68% | 184.71% | 187.17% | 37.08% | 135.60% |
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 SHOP and KKR is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since May 21, 2015 | 0.42 |
The correlation between SHOP and KKR shifts across timeframes, from 0.39 (1 year) to 0.52 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SHOP:
$141.08B
KKR:
$91.83B
SHOP:
$1.02
KKR:
$3.10
SHOP:
106.25
KKR:
31.02
SHOP:
0.20
KKR:
3.27
SHOP:
15.39
KKR:
4.60
SHOP:
11.29
KKR:
1.14
SHOP:
$9.20B
KKR:
$19.99B
SHOP:
$5.93B
KKR:
$8.35B
SHOP:
$1.60B
KKR:
$9.97B
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Return for Risk
SHOP vs. KKR — Risk / Return Rank
SHOP
KKR
SHOP vs. KKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shopify Inc. (SHOP) 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.
| SHOP | KKR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 0.92 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | -0.51 | +0.49 |
| Martin ratioReturn relative to average drawdown | -0.04 | -0.92 | +0.88 |
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Drawdowns
SHOP vs. KKR - Drawdown Comparison
The maximum SHOP drawdown since its inception was -84.82%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for SHOP and KKR.
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Drawdown Indicators
| SHOP | KKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.82% | -53.10% | -31.72% |
Max Drawdown (1Y)Largest decline over 1 year | -46.71% | -44.62% | -2.09% |
Max Drawdown (3Y)Largest decline over 3 years | -46.71% | -49.42% | +2.71% |
Max Drawdown (5Y)Largest decline over 5 years | -84.82% | -49.42% | -35.40% |
Max Drawdown (10Y)Largest decline over 10 years | -84.82% | -49.42% | -35.40% |
Current DrawdownCurrent decline from peak | -39.53% | -41.85% | +2.32% |
Average DrawdownAverage peak-to-trough decline | -28.23% | -16.22% | -12.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.27% | 24.65% | -2.38% |
Volatility
SHOP vs. KKR - Volatility Comparison
Shopify Inc. (SHOP) has a higher volatility of 15.38% compared to KKR & Co. Inc. (KKR) at 9.89%. This indicates that SHOP'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
| SHOP | KKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.38% | 9.89% | +5.49% |
Volatility (6M)Calculated over the trailing 6-month period | 43.41% | 29.26% | +14.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 57.03% | 37.32% | +19.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 65.55% | 39.23% | +26.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.07% | 36.62% | +22.45% |
Dividends
SHOP vs. KKR - Dividend Comparison
SHOP 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% |
SHOP Shopify 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
SHOP vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between Shopify 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
SHOP and KKR have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SHOP has higher volatility (15.38%) compared to KKR (9.89%). In terms of maximum drawdown, SHOP dropped -84.82% vs KKR's -53.10%.
SHOP currently has the higher Sharpe Ratio (-0.02 vs -0.61), 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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