KKR & Co. is a holding company. Through its subsidiaries, Co. is an investment firm that provides alternative asset management as well as capital markets and insurance solutions. Co. sponsors investment funds that invest in private equity, credit and real assets and has partners that manage hedge funds. Co. operates through two reportable segments: asset management; and insurance. In its asset management business, Co. has five business lines: Private Equity, Real Assets, Credit and Liquid Strategies, Capital Markets, and Principal Activities. Co.'s insurance business is operated by Global Atlantic Financial Group LLC, which is a retirement and life insurance company. The KKR YTD return is shown above.
The YTD Return on the KKR YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether KKR YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the KKR YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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