Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

KKR Relative to the S&P 500

KKR Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the KKR & Co Inc (NYSE:KKR) seasonal charts above shows that a Buy Date of April 14 and a Sell Date of July 29 has resulted in a geometric average return of 7.59% above the benchmark rate of the S&P 500 Total Return Index over the past 14 years. This seasonal timeframe has shown positive results compared to the benchmark in 13 of those periods. This is an excellent rate of success, but the return underperforms the relative buy-and-hold performance of the stock over the past 14 years by an average of 0.04% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

KKR is one of the world’s largest alternative asset managers, with $624.4 billion in total managed assets, including $505.7 billion in fee-earning AUM, at the end of September 2024. The company has two core segments: asset management (which includes private markets?private equity, credit, infrastructure, energy, and real estate?and public markets?primarily credit and hedge/investment fund platforms) and insurance (following the firm’s initial investment in, and then ultimate purchase of, Global Atlantic Financial Group, which is engaged in retirement/annuity and life insurance lines as well as reinsurance).

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Stocks mentioned in this post: KKR