KKR & Co. Inc. (KKR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$16,840
Total Return
68.40%
CAGR
10.99%
Dividends
$613.93
Yield on Cost
6.14%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.55% |
| Median | +1.82% |
| Best | +37.17% |
| Worst | -28.57% |
| % of Windows Positive | 56.8% |
1-Year (252 Trading Days)
| Average | +26.69% |
| Median | +15.95% |
| Best | +159.47% |
| Worst | -41.40% |
| % of Windows Positive | 59.3% |
3-Year (756 Trading Days)
| Average | +124.43% |
| Median | +112.84% |
| Best | +222.82% |
| Worst | +52.88% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -49.49% |
| Average Drawdown | -21.42% |
| Drawdown Duration | 335 Trading Days (Unrecovered) |
| Sortino Ratio | 0.66 |
| Calmar Ratio | 0.22 |
| CVaR (5%) | -5.76% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -28.77% (-55.27% ann.) | $2876.85 | $29.83 | $5.97 | $0.05 |
| 2025 | -13.42% | $1342.29 | $49.43 | $9.89 | $0.08 |
| 2024 | +79.42% | +$7941.91 | $83.45 | $16.69 | $0.13 |
| 2023 | +80.09% | +$8009.19 | $140.52 | $28.10 | $0.23 |
| 2022 | -37.14% | $3714.47 | $82.15 | $16.43 | $0.13 |
| 2021 | +85.40% | +$8539.64 | $141.23 | $28.25 | $0.22 |
| 2020 | +40.64% | +$4064.40 | $182.65 | $36.53 | $0.29 |
| 2019 | +50.97% | +$5096.79 | $256.32 | $51.26 | $0.41 |
| 2018 | -4.77% | $477.19 | $304.04 | $60.81 | $0.49 |
| 2017 | +40.76% | +$4075.69 | $440.14 | $88.03 | $0.71 |
| 2016 | +2.47% | +$246.79 | $416.49 | $83.29 | $0.67 |
| 2015 | -28.92% | $2891.71 | $694.54 | $138.91 | $1.11 |
| 2014 | +2.37% | +$236.55 | $855.87 | $171.17 | $1.37 |
| 2013 | +70.66% | +$7065.86 | $1089.78 | $217.95 | $1.74 |
| 2012 | +24.25% | +$2425.10 | $665.71 | $133.15 | $1.06 |
| 2011 | -6.24% | $624.29 | $505.91 | $101.19 | $0.81 |
| 2010 partial | +41.39% (+111.41% ann.) | +$4139.37 | $226.40 | $45.28 | $0.37 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | July 15, 2010 – July 25, 2012 | +48.23% | +21.41% | +$4823.09 | $1430.02 | $286.01 | $2.29 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +227.48% | +16.97% | +$22748.24 | $6728.81 | $1345.75 | $10.78 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -45.10% | -99.89% | $4510.38 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +76.33% | +149.08% | +$7632.60 | $123.90 | $24.78 | $0.20 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +102.87% | +95.64% | +$10287.22 | $186.40 | $37.28 | $0.30 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -31.72% | -33.31% | $3172.41 | $61.25 | $12.25 | $0.10 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +129.94% | +56.71% | +$12993.77 | $235.43 | $47.09 | $0.38 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -29.35% | -18.43% | $2935.43 | $99.75 | $19.95 | $0.16 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2010-08-20 | $0.0800 | 0.77% |
| 2010-11-09 | $0.1500 | 1.13% |
| 2011-03-03 | $0.2900 | 1.67% |
| 2011-05-12 | $0.2100 | 1.20% |
| 2011-08-11 | $0.1100 | 1.03% |
| 2011-11-09 | $0.1000 | 0.71% |
| 2012-02-16 | $0.3200 | 2.20% |
| 2012-05-03 | $0.1500 | 1.11% |
| 2012-08-02 | $0.1300 | 0.92% |
| 2012-11-01 | $0.2400 | 1.59% |
| 2013-02-14 | $0.7000 | 3.88% |
| 2013-05-02 | $0.2700 | 1.30% |
| 2013-08-01 | $0.4200 | 2.05% |
| 2013-10-31 | $0.2300 | 1.00% |
| 2014-02-13 | $0.4800 | 1.97% |
| 2014-05-07 | $0.4300 | 1.88% |
| 2014-07-31 | $0.6700 | 2.76% |
| 2014-10-30 | $0.4500 | 2.02% |
| 2015-02-18 | $0.3500 | 1.44% |
| 2015-04-30 | $0.4600 | 1.98% |
| 2015-07-30 | $0.4200 | 1.71% |
| 2015-11-04 | $0.3500 | 1.85% |
| 2016-02-18 | $0.1600 | 1.27% |
| 2016-05-03 | $0.1600 | 1.19% |
| 2016-08-03 | $0.1600 | 1.13% |
| 2016-11-02 | $0.1600 | 1.14% |
| 2017-02-16 | $0.1600 | 0.88% |
| 2017-05-04 | $0.1700 | 0.91% |
| 2017-08-03 | $0.1700 | 0.88% |
| 2017-11-03 | $0.1700 | 0.85% |
| 2018-02-16 | $0.1700 | 0.76% |
| 2018-05-11 | $0.1700 | 0.76% |
| 2018-08-03 | $0.1700 | 0.63% |
| 2018-11-02 | $0.1250 | 0.51% |
| 2019-02-08 | $0.1250 | 0.54% |
| 2019-05-10 | $0.1250 | 0.52% |
| 2019-08-02 | $0.1250 | 0.49% |
| 2019-11-07 | $0.1250 | 0.43% |
| 2020-02-07 | $0.1250 | 0.37% |
| 2020-05-15 | $0.1350 | 0.54% |
| 2020-08-14 | $0.1350 | 0.37% |
| 2020-11-13 | $0.1350 | 0.37% |
| 2021-02-19 | $0.1350 | 0.29% |
| 2021-05-14 | $0.1450 | 0.26% |
| 2021-08-13 | $0.1450 | 0.22% |
| 2021-11-12 | $0.1450 | 0.19% |
| 2022-02-17 | $0.1450 | 0.23% |
| 2022-05-13 | $0.1550 | 0.32% |
| 2022-08-12 | $0.1550 | 0.27% |
| 2022-11-10 | $0.1550 | 0.31% |
| 2023-02-16 | $0.1550 | 0.26% |
| 2023-05-19 | $0.1650 | 0.33% |
| 2023-08-16 | $0.1650 | 0.27% |
| 2023-11-16 | $0.1650 | 0.25% |
| 2024-02-15 | $0.1650 | 0.17% |
| 2024-05-10 | $0.1750 | 0.17% |
| 2024-08-12 | $0.1750 | 0.15% |
| 2024-11-04 | $0.1750 | 0.13% |
| 2025-02-14 | $0.1750 | 0.13% |
| 2025-05-12 | $0.1850 | 0.16% |
| 2025-08-11 | $0.1850 | 0.13% |
| 2025-11-17 | $0.1850 | 0.15% |
| 2026-02-17 | $0.1850 | 0.18% |
| 2026-05-15 | $0.1950 | 0.20% |
| Total | 64 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-13 | $26.08 | $5.22 | $0.04 | 0.3153 |
| 2021-11-12 | $26.13 | $5.23 | $0.04 | 0.2648 |
| 2022-02-17 | $26.17 | $5.23 | $0.04 | 0.3577 |
| 2022-05-13 | $28.03 | $5.61 | $0.04 | 0.4339 |
| 2022-08-12 | $28.09 | $5.62 | $0.04 | 0.3927 |
| 2022-11-10 | $28.16 | $5.63 | $0.04 | 0.3987 |
| 2023-02-16 | $28.22 | $5.64 | $0.04 | 0.3915 |
| 2023-05-19 | $30.10 | $6.02 | $0.05 | 0.4804 |
| 2023-08-16 | $30.18 | $6.04 | $0.05 | 0.4075 |
| 2023-11-16 | $30.25 | $6.05 | $0.05 | 0.3658 |
| 2024-02-15 | $30.31 | $6.06 | $0.05 | 0.2515 |
| 2024-05-10 | $32.19 | $6.44 | $0.05 | 0.2492 |
| 2024-08-12 | $32.23 | $6.45 | $0.05 | 0.2284 |
| 2024-11-04 | $32.27 | $6.45 | $0.05 | 0.1883 |
| 2025-02-14 | $32.31 | $6.46 | $0.05 | 0.1835 |
| 2025-05-12 | $34.19 | $6.84 | $0.05 | 0.2180 |
| 2025-08-11 | $34.23 | $6.85 | $0.05 | 0.1930 |
| 2025-11-17 | $34.26 | $6.85 | $0.05 | 0.2399 |
| 2026-02-17 | $34.31 | $6.86 | $0.05 | 0.2671 |
| 2026-05-15 | $36.22 | $7.24 | $0.06 | 0.2982 |
| Total | $613.93 | $122.79 | $0.98 | 6.1255 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.