KKR vs PSX
Comparison between KKR & Co. Inc (KKR, Company) and Phillips 66 (PSX, Company).
KKR is from the Financial Services sector, while PSX is from the Energy sector.
5-Year PerformancePSX has outperformed KKR, delivering a return of +28.2% compared to +10.3%
KKR vs PSX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
KKR vs PSX - Historical Returns
Returns include dividend reinvestment.
KKR vs PSX - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | KKR | PSX |
|---|---|---|
| 2026 | -25.04% | +60.95% |
| 2025 | -14.07% | +17.07% |
| 2024 | +83.05% | -12.36% |
| 2023 | +79.50% | +37.15% |
| 2022 | -36.17% | +43.13% |
| 2021 | +89.69% | +8.59% |
| 2020 | +40.15% | -34.39% |
| 2019 | +51.65% | +31.00% |
| 2018 | -6.26% | -12.81% |
| 2017 | +37.82% | +20.43% |
| 2016 | +2.19% | +11.32% |
| 2015 | -28.76% | +16.17% |
| 2014 | +2.80% | -3.92% |
| 2013 | +68.28% | +42.54% |
| 2012 | +21.24% | +57.93% |
| 2011 | -7.33% | N/A |
| 2010 | +41.95% | N/A |
KKR vs PSX Drawdown Comparison
The maximum drawdown for KKR was -53.09%, occurring on Feb 11, 2016. Recovery took 613 trading sessions.
The maximum drawdown for PSX was -64.21%, occurring on Mar 23, 2020. Recovery took 647 trading sessions.
The current KKR drawdown is -41.84%. The current PSX drawdown is -2.49%.
| Rank | KKR | PSX |
|---|---|---|
| #1 | -53.09% Jul 29, 2015 - Jan 3, 2018 | -64.21% Nov 8, 2019 - Jun 6, 2022 |
| #2 | -49.42% Jan 31, 2025 - Mar 12, 2026 | -44.36% Apr 3, 2024 - Mar 4, 2026 |
| #3 | -47.92% Nov 3, 2021 - Dec 14, 2023 | -35.39% Jul 31, 2018 - Oct 29, 2019 |
| #4 | -46.51% Apr 29, 2011 - Feb 1, 2013 | -32.01% Sep 5, 2014 - Oct 29, 2015 |
| #5 | -45.48% Feb 19, 2020 - Jul 8, 2020 | -32.01% Jun 8, 2022 - Nov 11, 2022 |
| #6 | -33.53% Sep 21, 2018 - Sep 12, 2019 | -21.12% Nov 24, 2015 - Sep 18, 2017 |
| #7 | -19.07% Jul 23, 2014 - Jan 23, 2015 | -20.68% Apr 13, 2012 - Jul 18, 2012 |
| #8 | -18.64% Jan 25, 2018 - Jun 19, 2018 | -20.10% Mar 28, 2013 - Nov 27, 2013 |
| #9 | -15.84% May 6, 2013 - Jul 22, 2013 | -17.37% Nov 22, 2022 - Jul 28, 2023 |
| #10 | -15.62% Jan 22, 2014 - Jul 23, 2014 | -17.28% Mar 27, 2026 - Jul 8, 2026 |
| #11 | -14.26% Sep 25, 2019 - Nov 14, 2019 | -15.56% Jan 23, 2018 - Apr 16, 2018 |
| #12 | -13.95% Jul 31, 2024 - Aug 30, 2024 | -12.14% Sep 12, 2023 - Nov 30, 2023 |
| #13 | -13.73% Jul 15, 2010 - Aug 17, 2010 | -9.55% Jan 9, 2014 - Mar 6, 2014 |
| #14 | -13.47% Nov 29, 2024 - Jan 23, 2025 | -9.39% Nov 6, 2012 - Nov 27, 2012 |
| #15 | -10.99% Aug 6, 2021 - Oct 19, 2021 | -9.30% May 21, 2018 - Jul 30, 2018 |
Correlation
Correlation between KKR and PSX is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2010 - 2026)
KKR vs PSX dividend yield comparison.
| Year | KKR | PSX |
|---|---|---|
| 2026 | 0.70% | 1.23% |
| 2025 | 0.57% | 3.68% |
| 2024 | 0.47% | 3.95% |
| 2023 | 0.78% | 3.15% |
| 2022 | 1.31% | 3.68% |
| 2021 | 0.77% | 5.00% |
| 2020 | 1.31% | 5.15% |
| 2019 | 1.71% | 3.14% |
| 2018 | 3.23% | 3.60% |
| 2017 | 3.18% | 2.70% |
| 2016 | 4.16% | 2.84% |
| 2015 | 10.13% | 2.67% |
| 2014 | 8.75% | 2.64% |
| 2013 | 6.66% | 1.72% |
| 2012 | 5.52% | 0.85% |
| 2011 | 5.53% | 0.00% |
| 2010 | 1.62% | 0.00% |
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