KKR — S&P 500 index addition

KKR & Co. (KKR) entered the S&P 500 at the close on Jun 24, 2024, replacing Comerica (moved to MidCap 400). The recorded announcement came 17 calendar days before the effective close, on Jun 7, 2024. The company is classified in Financials in this dataset.

In the 30 calendar days leading into the effective close, KKR moved +8.0%. The median 30-day run-up among the 25 S&P 500 entries with a recorded announcement and prices for that interval was +16.9%; this stock was 8.9 percentage points below that median. Measured from the effective close, KKR returned 1W: +1.9% versus +0.3% for the 28-entry index median; 1M: +11.1% versus +2.2% for the 28-entry index median; 3M: +22.2% versus +5.2% for the 28-entry index median; 1Y: +13.0% versus +11.6% for the 24-entry index median. These figures do not measure movement from the announcement price.

At 1M, it ranks 4th of 28 measured S&P 500 additions and beat the benchmark by 9.6 percentage points. At 3M, it ranks 5th of 28 measured S&P 500 additions and beat the benchmark by 16.8 percentage points. At 1Y, it ranks 12th of 24 measured S&P 500 additions and lagged the benchmark by 0.1 percentage points. The other 6 Financials additions with a measured 1M return averaged -1.2%. This is historical context, not a projection.