Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KKRS (KKR Group Finance Co. IX LLC 4.) | -3.13% | 2.41% | 3.12% | -3.30% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 04/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KKRS (KKR Group Finance Co. IX LLC 4.) | 04/22/2021 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.42 | 2.41 | 3.12 | -3.30 | NA | NA | NA | … | … | -3.13 | 0.94 | 2.47 | 20.55 | -31.91 | 5.23 |
| Sharpe Ratio | NA | -0.23 | 0.01 | -0.36 | NA | NA | NA | … | … | -1.19 | -0.16 | -0.08 | 0.76 | -1.69 | 0.98 |
| Standard Deviation(%) | NA | 10.19 | 13.94 | 16.31 | NA | NA | NA | … | … | 10.56 | 11.93 | 14.39 | 22.34 | 19.85 | 7.73 |
| Draw Down(%) | NA | 13.44 | 18.24 | 33.09 | NA | NA | NA | … | … | 9.01 | 12.67 | 11.57 | 16.74 | 32.25 | 5.56 |
| Yield(%) | 0.00 | 5.10 | 5.89 | 4.19 | 2.25 | 1.50 | 1.13 | … | … | 3.26 | 6.24 | 6.04 | 6.78 | 4.47 | 3.39 |
Data as of 06/15/2026, Common starting date is 04/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KKRS (KKR Group Finance Co. IX LLC 4.) |
-5.60%
Dec 2021 – Dec 2024 |
-3.14%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KKRS (KKR Group Finance Co. IX LLC 4.) |
7.96%
Dec 2022 – Dec 2025 |
-3.14%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart