KKR
KKR & Co. Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
KKR Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 2.21% | -12.61% | 14.81% | 12.79% | 25.15% | 24.20% | 18.75% | 18.95% |
| Sharpe Ratio | 0.12 | -0.36 | 0.55 | 0.31 | 0.92 | 0.59 | 0.73 | 0.50 |
| Max Drawdown | -18.84% | -44.62% | -33.00% | -49.42% | -33.00% | -49.42% | -40.33% | -53.10% |
| % Time Invested | 80.6% | 100.0% | 85.8% | 100.0% | 88.4% | 100.0% | 87.6% | 100.0% |
| Trades / Year | 9.0 | 0.0 | 7.0 | 0.0 | 5.8 | 0.0 | 5.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-13 | Open | Interest | 33% | $1.00 | $1.00 | 0.22% | Mark-to-Market |
| 2026-03-04 | Open | Interest | 34% | $1.00 | $1.00 | 0.67% | Mark-to-Market |
| 2025-11-25 | Open | Interest | 33% | $1.00 | $1.00 | 1.75% | Mark-to-Market |
| 2026-03-18 | 2026-04-13 | Completed | 33% | $88.05 | $91.15 | 3.52% | Signal |
| 2026-02-24 | 2026-03-18 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2026-02-19 | 2026-03-04 | Completed | 34% | $102.64 | $91.50 | -10.85% | Signal |
| 2026-02-12 | 2026-02-24 | Completed | 33% | $106.74 | $92.27 | -13.55% | Stop |
| 2026-01-27 | 2026-02-19 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2026-01-21 | 2026-02-12 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-12-01 | 2026-01-27 | Completed | 34% | $120.27 | $119.38 | -0.74% | Stop |
| 2025-10-23 | 2026-01-21 | Completed | 33% | $123.20 | $124.21 | 0.82% | Stop |
| 2025-07-09 | 2025-12-01 | Interest | 34% | $1.00 | $1.02 | 1.65% | Interest Income |
| 2025-10-27 | 2025-11-25 | Completed | 33% | $122.55 | $118.51 | -3.29% | Signal |
| 2025-10-03 | 2025-10-27 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-10-01 | 2025-10-23 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-07-22 | 2025-10-03 | Completed | 33% | $143.66 | $126.49 | -11.95% | Stop |
| 2025-04-29 | 2025-10-01 | Completed | 33% | $112.98 | $127.83 | 13.14% | Stop |
| 2025-04-07 | 2025-07-22 | Interest | 33% | $1.00 | $1.01 | 1.23% | Interest Income |
| 2025-04-30 | 2025-07-09 | Completed | 34% | $109.58 | $138.32 | 26.24% | Signal |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-04 | 2025-04-29 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-17 | 2025-04-07 | Completed | 33% | $110.54 | $89.22 | -19.28% | Stop |
| 2025-03-17 | 2025-04-07 | Completed | 34% | $110.54 | $89.22 | -19.28% | Stop |
| 2025-03-07 | 2025-04-04 | Completed | 33% | $115.55 | $96.15 | -16.79% | Stop |
| 2025-02-21 | 2025-03-17 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-02-21 | 2025-03-17 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-02-12 | 2025-03-07 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-02-21 | Completed | 33% | $121.21 | $135.02 | 11.39% | Stop |
| 2024-08-28 | 2025-02-21 | Completed | 34% | $121.21 | $135.02 | 11.39% | Stop |
| 2025-01-17 | 2025-02-12 | Completed | 33% | $154.47 | $139.57 | -9.64% | Stop |
| 2024-12-23 | 2025-01-17 | Interest | 33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2024-08-28 | 2024-12-23 | Completed | 33% | $121.21 | $145.90 | 20.37% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-08-06 | 2024-08-28 | Interest | 34% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-08-06 | 2024-08-28 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-01-17 | 2024-08-06 | Completed | 33% | $79.44 | $106.40 | 33.93% | Stop |
| 2023-06-29 | 2024-08-06 | Completed | 33% | $54.84 | $106.40 | 94.01% | Stop |
| 2023-04-14 | 2024-08-06 | Completed | 34% | $50.91 | $106.40 | 108.98% | Stop |
| 2023-12-21 | 2024-01-17 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-12-18 | 2023-12-21 | Completed | 33% | $82.71 | $81.72 | -1.19% | Signal |
| 2023-06-20 | 2023-12-18 | Interest | 33% | $1.00 | $1.02 | 2.12% | Interest Income |
| 2023-06-05 | 2023-06-29 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-06-12 | 2023-06-20 | Completed | 33% | $54.47 | $55.38 | 1.68% | Signal |
| 2023-01-31 | 2023-06-12 | Interest | 33% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2023-04-05 | 2023-06-05 | Completed | 33% | $49.30 | $52.34 | 6.16% | Signal |
| 2022-06-01 | 2023-04-14 | Interest | 34% | $1.00 | $1.03 | 3.00% | Interest Income |
| 2023-03-14 | 2023-04-05 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-01-25 | 2023-03-14 | Completed | 33% | $51.03 | $50.44 | -1.15% | Stop |
| 2022-12-23 | 2023-01-31 | Completed | 33% | $45.38 | $53.06 | 16.94% | Signal |
| 2022-03-18 | 2023-01-25 | Interest | 33% | $1.00 | $1.03 | 2.76% | Interest Income |
| 2022-12-01 | 2022-12-23 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-09-22 | 2022-12-01 | Completed | 33% | $44.73 | $50.93 | 13.85% | Stop |
| 2022-08-30 | 2022-09-22 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2022-07-08 | 2022-08-30 | Completed | 33% | $46.89 | $50.24 | 7.14% | Stop |
| 2022-06-14 | 2022-07-08 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2022-05-17 | 2022-06-14 | Completed | 33% | $50.85 | $45.63 | -10.28% | Stop |
| 2022-05-19 | 2022-06-01 | Completed | 34% | $48.30 | $52.98 | 9.68% | Signal |
| 2022-04-27 | 2022-05-19 | Interest | 34% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-04-25 | 2022-05-17 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-15 | 2022-04-27 | Completed | 34% | $49.25 | $48.99 | -0.53% | Stop |
| 2022-03-30 | 2022-04-25 | Completed | 33% | $59.16 | $49.80 | -15.82% | Stop |
| 2022-03-08 | 2022-03-30 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2022-03-15 | 2022-03-18 | Completed | 33% | $49.25 | $56.27 | 14.25% | Signal |
| 2022-02-18 | 2022-03-15 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-02-18 | 2022-03-15 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-02-16 | 2022-03-08 | Completed | 33% | $59.91 | $50.28 | -16.06% | Stop |
| 2022-02-01 | 2022-02-18 | Completed | 33% | $69.11 | $57.15 | -17.31% | Stop |
| 2022-02-01 | 2022-02-18 | Completed | 34% | $69.11 | $57.15 | -17.31% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-07 | 2022-02-01 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2022-01-07 | 2022-02-01 | Interest | 34% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2021-12-30 | 2022-01-25 | Completed | 33% | $72.14 | $61.48 | -14.77% | Stop |
| 2020-06-30 | 2022-01-07 | Completed | 33% | $28.58 | $67.86 | 137.47% | Stop |
| 2020-03-24 | 2022-01-07 | Completed | 34% | $18.86 | $67.86 | 259.82% | Stop |
| 2021-12-07 | 2021-12-30 | Interest | 33% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-04-27 | 2021-12-07 | Completed | 33% | $22.54 | $73.83 | 227.59% | Stop |
| 2020-04-24 | 2020-06-30 | Interest | 33% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2020-04-02 | 2020-04-27 | Interest | 33% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-03-24 | 2020-04-24 | Completed | 33% | $18.86 | $21.97 | 16.50% | Signal |
| 2020-03-23 | 2020-04-02 | Completed | 33% | $17.27 | $20.35 | 17.86% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-02-28 | 2020-03-23 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-07-18 | 2020-03-02 | Completed | 34% | $23.65 | $27.22 | 15.09% | Stop |
| 2019-04-08 | 2020-03-02 | Completed | 33% | $21.98 | $27.22 | 23.84% | Stop |
| 2019-10-25 | 2020-02-28 | Completed | 33% | $25.97 | $26.18 | 0.80% | Stop |
| 2019-10-03 | 2019-10-25 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2018-12-14 | 2019-10-03 | Completed | 33% | $18.88 | $23.64 | 25.19% | Stop |
| 2019-03-22 | 2019-07-18 | Interest | 34% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2018-12-13 | 2019-04-08 | Interest | 33% | $1.00 | $1.01 | 0.82% | Interest Income |
| 2019-01-15 | 2019-03-22 | Completed | 34% | $19.10 | $22.49 | 17.75% | Signal |
| 2018-12-20 | 2019-01-15 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-15 | 2018-12-20 | Completed | 34% | $20.51 | $17.69 | -13.79% | Stop |
| 2018-11-20 | 2018-12-14 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2018-11-15 | 2018-12-13 | Completed | 33% | $20.51 | $19.57 | -4.58% | Signal |
| 2018-11-02 | 2018-11-20 | Completed | 33% | $22.80 | $19.04 | -16.48% | Stop |
| 2018-10-24 | 2018-11-15 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-10-24 | 2018-11-15 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-10-11 | 2018-11-02 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-04-25 | 2018-10-24 | Completed | 33% | $19.03 | $21.10 | 10.89% | Stop |
| 2018-04-25 | 2018-10-24 | Completed | 34% | $19.03 | $21.10 | 10.89% | Stop |
| 2018-04-25 | 2018-10-11 | Completed | 33% | $19.03 | $22.32 | 17.29% | Stop |
| 2018-04-03 | 2018-04-25 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-04-03 | 2018-04-25 | Interest | 34% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-04-03 | 2018-04-25 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-03-02 | 2018-04-03 | Completed | 33% | $19.27 | $18.10 | -6.05% | Stop |
| 2016-11-14 | 2018-04-03 | Completed | 34% | $12.77 | $18.10 | 41.77% | Stop |
| 2016-08-24 | 2018-04-03 | Completed | 33% | $12.77 | $18.10 | 41.76% | Stop |
| 2018-02-07 | 2018-03-02 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2017-07-11 | 2018-02-07 | Completed | 33% | $16.60 | $19.71 | 18.72% | Stop |
| 2016-07-27 | 2017-07-11 | Interest | 33% | $1.00 | $1.02 | 2.04% | Interest Income |
| 2016-07-27 | 2016-11-14 | Interest | 34% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2016-08-02 | 2016-08-24 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2016-07-25 | 2016-08-02 | Completed | 33% | $12.06 | $12.34 | 2.32% | Signal |
| 2016-07-25 | 2016-07-27 | Completed | 34% | $12.06 | $12.27 | 1.75% | Signal |
| 2016-07-25 | 2016-07-27 | Completed | 33% | $12.06 | $12.27 | 1.75% | Signal |
| 2015-12-04 | 2016-07-25 | Interest | 33% | $1.00 | $1.01 | 1.16% | Interest Income |
| 2015-10-13 | 2016-07-25 | Interest | 33% | $1.00 | $1.01 | 1.48% | Interest Income |
| 2015-10-08 | 2016-07-25 | Interest | 34% | $1.00 | $1.02 | 1.51% | Interest Income |
| 2015-10-21 | 2015-12-04 | Completed | 33% | $13.81 | $13.52 | -2.06% | Stop |
| 2015-09-29 | 2015-10-21 | Interest | 33% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2015-10-09 | 2015-10-13 | Completed | 33% | $15.31 | $14.70 | -4.02% | Signal |
| 2015-08-24 | 2015-10-09 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2015-09-16 | 2015-10-08 | Completed | 34% | $15.27 | $15.03 | -1.59% | Signal |
| 2015-09-15 | 2015-09-29 | Completed | 33% | $14.94 | $13.45 | -9.98% | Stop |
| 2015-08-24 | 2015-09-16 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-21 | 2015-09-15 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-07-20 | 2015-08-24 | Completed | 33% | $19.27 | $14.37 | -25.43% | Stop |
| 2015-03-13 | 2015-08-24 | Completed | 34% | $17.82 | $14.37 | -19.39% | Stop |
| 2014-10-27 | 2015-08-21 | Completed | 33% | $16.94 | $16.16 | -4.62% | Stop |
| 2015-06-22 | 2015-07-20 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2015-01-26 | 2015-06-22 | Completed | 33% | $18.69 | $18.43 | -1.39% | Signal |
| 2015-01-30 | 2015-03-13 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2015-01-28 | 2015-01-30 | Completed | 34% | $19.01 | $18.58 | -2.23% | Signal |
| 2014-11-12 | 2015-01-28 | Interest | 34% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2014-11-25 | 2015-01-26 | Interest | 33% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2014-11-21 | 2014-11-25 | Completed | 33% | $17.70 | $17.34 | -2.00% | Signal |
| 2014-10-16 | 2014-11-21 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2014-11-05 | 2014-11-12 | Completed | 34% | $16.54 | $16.69 | 0.88% | Signal |
| 2014-10-14 | 2014-11-05 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-10-03 | 2014-10-27 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-07-31 | 2014-10-16 | Completed | 33% | $17.71 | $14.75 | -16.69% | Stop |
| 2013-07-18 | 2014-10-14 | Completed | 34% | $13.59 | $15.10 | 11.14% | Stop |
| 2014-05-07 | 2014-10-03 | Completed | 33% | $16.66 | $16.37 | -1.74% | Stop |
| 2014-07-09 | 2014-07-31 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2014-07-07 | 2014-07-09 | Completed | 33% | $18.17 | $18.23 | 0.36% | Signal |
| 2014-05-06 | 2014-07-07 | Interest | 33% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2014-04-14 | 2014-05-07 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2013-07-18 | 2014-05-06 | Completed | 33% | $13.59 | $16.61 | 22.25% | Signal |
| 2014-02-27 | 2014-04-14 | Completed | 33% | $17.17 | $15.85 | -7.67% | Stop |
| 2014-02-04 | 2014-02-27 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2013-06-28 | 2014-02-04 | Completed | 33% | $13.33 | $16.12 | 20.90% | Stop |
| 2013-06-25 | 2013-07-18 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2013-06-25 | 2013-07-18 | Interest | 34% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2013-06-06 | 2013-06-28 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2012-09-26 | 2013-06-25 | Completed | 33% | $9.41 | $12.32 | 30.96% | Stop |
| 2012-09-26 | 2013-06-25 | Completed | 34% | $9.41 | $12.32 | 30.96% | Stop |
| 2012-12-31 | 2013-06-06 | Completed | 33% | $9.61 | $12.55 | 30.61% | Stop |
| 2012-12-06 | 2012-12-31 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2012-09-26 | 2012-12-06 | Completed | 33% | $9.41 | $8.82 | -6.31% | Stop |
| 2012-09-24 | 2012-09-26 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-09-24 | 2012-09-26 | Interest | 34% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-09-24 | 2012-09-26 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
