Seasonal Evaluation for KKR & Co. Inc. (KKR)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 53.33% | 73.33% | 66.67% | 81.25% |
| Median Return | 13.14% | 4.63% | 6.25% | 8.30% |
| Average Return | 18.50% | 5.74% | 9.39% | 10.40% |
| Maximum Gain | 26.85% | 31.57% | 24.08% | 34.50% |
| Gain Year | 2013 | 2020 | 2024 | 2023 |
| Maximum Loss | -21.84% | -20.83% | -36.27% | -28.02% |
| Loss Year | 2025 | 2022 | 2011 | 2018 |
| Based on the past 15 years (2011-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 67.74% | 70.00% | 63.33% | 74.19% |
| Median Return | 8.64% | 5.47% | 5.58% | 7.95% |
| Average Return | 12.95% | 7.25% | 9.39% | 9.95% |
| Maximum Gain | 34.50% | 31.57% | 31.57% | 34.50% |
| Gain Year | 2023 | 2020 | 2020 | 2023 |
| Maximum Loss | -28.02% | -36.27% | -21.84% | -36.27% |
| Loss Year | 2018 | 2011 | 2025 | 2011 |
| Based on the past 15 years (2011-2025) | ||||