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 | 0.74% | -12.61% | 5.26% | 12.79% | 17.70% | 24.20% | 16.77% | 18.95% |
| Sharpe Ratio | 0.03 | -0.36 | 0.17 | 0.31 | 0.58 | 0.59 | 0.59 | 0.50 |
| Max Drawdown | -24.97% | -44.62% | -54.88% | -49.42% | -54.88% | -49.42% | -54.88% | -53.10% |
| % Time Invested | 70.2% | 100.0% | 63.6% | 100.0% | 67.4% | 100.0% | 69.1% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 2.6 | 0.0 | 2.1 | 0.0 | 2.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-02-27 | Open | Interest | 100% | $1.00 | $1.00 | 0.72% | Mark-to-Market |
| 2026-02-18 | 2026-02-27 | Completed | 100% | $102.39 | $92.21 | -9.94% | Signal |
| 2026-01-26 | 2026-02-18 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-10-23 | 2026-01-26 | Completed | 100% | $123.20 | $121.02 | -1.77% | Stop |
| 2025-10-01 | 2025-10-23 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-04-29 | 2025-10-01 | Completed | 100% | $112.98 | $127.83 | 13.14% | Stop |
| 2025-04-04 | 2025-04-29 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-07 | 2025-04-04 | Completed | 100% | $115.55 | $96.15 | -16.79% | Stop |
| 2025-02-12 | 2025-03-07 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-02-12 | Completed | 100% | $121.21 | $139.57 | 15.14% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-11-28 | 2024-08-06 | Completed | 100% | $68.06 | $106.40 | 56.33% | Stop |
| 2023-06-20 | 2023-11-28 | Interest | 100% | $1.00 | $1.02 | 1.89% | Interest Income |
| 2023-06-12 | 2023-06-20 | Completed | 100% | $54.47 | $55.38 | 1.68% | Signal |
| 2022-12-08 | 2023-06-12 | Interest | 100% | $1.00 | $1.02 | 1.79% | Interest Income |
| 2022-09-27 | 2022-12-08 | Completed | 100% | $43.25 | $46.48 | 7.46% | Stop |
| 2022-09-02 | 2022-09-27 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-07-08 | 2022-09-02 | Completed | 100% | $46.89 | $49.66 | 5.92% | Stop |
| 2022-06-14 | 2022-07-08 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2022-05-17 | 2022-06-14 | Completed | 100% | $50.85 | $45.63 | -10.28% | Stop |
| 2022-04-25 | 2022-05-17 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-30 | 2022-04-25 | Completed | 100% | $59.16 | $49.80 | -15.82% | Stop |
| 2022-03-08 | 2022-03-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2022-02-16 | 2022-03-08 | Completed | 100% | $59.91 | $50.28 | -16.06% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-12 | 2022-01-25 | Completed | 100% | $69.53 | $61.48 | -11.58% | Stop |
| 2021-12-20 | 2022-01-12 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-04-27 | 2021-12-20 | Completed | 100% | $22.54 | $67.67 | 200.25% | Stop |
| 2020-04-02 | 2020-04-27 | Interest | 100% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-03-23 | 2020-04-02 | Completed | 100% | $17.27 | $20.35 | 17.86% | Stop |
| 2020-02-28 | 2020-03-23 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-10-25 | 2020-02-28 | Completed | 100% | $25.97 | $26.18 | 0.80% | Stop |
| 2019-10-03 | 2019-10-25 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2019-01-10 | 2019-10-03 | Completed | 100% | $19.50 | $23.64 | 21.23% | Stop |
| 2018-12-17 | 2019-01-10 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-14 | 2018-12-17 | Completed | 100% | $21.03 | $18.38 | -12.61% | Stop |
| 2018-10-23 | 2018-11-14 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-03-07 | 2018-10-23 | Completed | 100% | $19.94 | $21.48 | 7.74% | Stop |
| 2018-02-12 | 2018-03-07 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2017-05-23 | 2018-02-12 | Completed | 100% | $16.54 | $19.05 | 15.21% | Stop |
| 2016-07-27 | 2017-05-23 | Interest | 100% | $1.00 | $1.02 | 1.75% | Interest Income |
| 2016-07-25 | 2016-07-27 | Completed | 100% | $12.06 | $12.27 | 1.75% | Signal |
| 2015-11-09 | 2016-07-25 | Interest | 100% | $1.00 | $1.01 | 1.32% | Interest Income |
| 2015-10-21 | 2015-11-09 | Completed | 100% | $13.81 | $15.64 | 13.31% | Signal |
| 2015-09-29 | 2015-10-21 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2015-09-15 | 2015-09-29 | Completed | 100% | $14.94 | $13.45 | -9.98% | Stop |
| 2015-08-21 | 2015-09-15 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-10-27 | 2015-08-21 | Completed | 100% | $16.94 | $16.16 | -4.62% | Stop |
| 2014-10-03 | 2014-10-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-05-07 | 2014-10-03 | Completed | 100% | $16.66 | $16.37 | -1.74% | Stop |
| 2014-04-14 | 2014-05-07 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2013-06-28 | 2014-04-14 | Completed | 100% | $13.33 | $15.85 | 18.90% | Stop |
| 2013-06-06 | 2013-06-28 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2012-11-21 | 2013-06-06 | Completed | 100% | $9.02 | $12.55 | 39.16% | Stop |
| 2012-09-24 | 2012-11-21 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
Return Distribution Analysis
