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KKR & Co. KKR

equity

Price History

The shaded fan is where this price has historically travelled over the months after a close like today’s. It is not a forecast: it has no view on direction, only on distance.

$43$84.36$125.71$167.07
2021-102026-09 · $98.81

Over 3 months from Sep 2026, roughly two-thirds of past moves landed between $80.77 and $120.88; nine in ten between $70.92 and $137.67.

Tested against this asset’s own history: across 180 past 3-month windows, the price actually landed inside the two-thirds band 68% of the time. The gap from 68% is the model’s error — real returns have fatter tails than the maths assumes, so the band gets breached more often than it claims.

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-49.3%-32.9%-16.4%0.0%
2010-072026-09 · -40.9%

Worst drawdown: −49%, peaking Dec 2013 and bottoming Jun 2016 — 54 months below the prior high before recovering.

DCA Backtest

Invested
$19,500
Value today
$76,301
Return
+291.3%
Months invested
195

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $25,170 today, so the real (inflation-adjusted) return is +203.1%.

Lump sum instead — $19,500 all at once in Jul 2010: $212,906 (+991.8%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jan 2025): $1,814 on $2,100 invested (-13.6%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2010-07: +291.3%

About KKR & Co.

KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American investment firm that serves institutional investors, wealth investors, family offices, and companies across a variety of industries and markets. KKR operates across three business areas: asset management, insurance and Strategic Holdings. As of March 31, 2026, KKR had assets under management (AUM) of approximately $758 billion, making it one of the world's largest alternative asset management firms. (Wikipedia)

It's a listed company categorised under financials and asset management & custody banks, with a market cap of about $88.7B.

It rates High Risk at 3.1/5, meaning several rated factors score badly, so this carries materially more risk than a typical holding.

What pushes the score up: leverage / financial (4.0/5) and sector / regulatory (4.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: earnings quality, concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

High Risk(3.1/5)65% rated

How these ratings work

Market / Volatility3.3/5 · weight 20%
  • Annualised volatility (3yr)4/540.3
  • Max drawdown from ATH2/549.3
  • Beta vs S&P 5004/51.6
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5459.8m
  • Float % of shares outstandingnot yet researched
Leverage / Financial4.0/5 · weight 20%
  • Debt / equity4/510.8
  • Interest coverage (EBIT / interest)not yet researched
Earnings Qualityunrated · weight 15%
  • 3yr EPS volatilitynot yet researched
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory4.0/5 · weight 10%
  • Sector regulatory exposure4/5high

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.