In the past 12 months (February 25, 2025 to February 24, 2026), KKR returned -25.68% versus 17.03% for the S&P 500 (SPY) and 19.02% for Nasdaq 100 (QQQ).
In the past 5 years (February 26, 2021 to February 24, 2026), KKR returned 119.29% versus 93.58% for the S&P 500 (SPY) and 99.39% for Nasdaq 100 (QQQ). $1 invested in KKR in 2021 became $2.19 in 2026.
In the past 10 years (February 29, 2016 to February 24, 2026), KKR had an annualized return of 24.48% versus 15.41% for the S&P 500 (SPY) and 20.38% for Nasdaq 100 (QQQ). $1 invested in KKR in 2016 became $8.92 in 2026.
Since January 2007 (January 11, 2007 to February 24, 2026) KKR had an annualized return of 10.85% versus 10.60% for the S&P 500 (SPY) and 15.47% for Nasdaq 100 (QQQ). $1 invested in KKR in 2007 became $7.18 in 2026.
Ticker
Company Name
Total Returns
$1 turns into
Annualized Returns
Annualized Volatility
Sharpe Ratio
KKR
KKR & Co. Inc.
617.54%
$7.18
10.85%
46.23%
0.23
SPY
SPDR S&P 500 ETF Trust
587.49%
$6.87
10.60%
19.74%
0.54
QQQ
Invesco QQQ Trust, Series 1
1467.89%
$15.68
15.47%
22.54%
0.69
Returns adjusted for splits and dividends.
Period start date is the earliest common trading day in the selected time period across all tickers.