The Carlyle Group Performance allocations — Performance revenues decreased by 8.3% to $742.90M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 232.5%, from $223.40M to $742.90M. Over 3 years (FY 2021 to FY 2025), Performance allocations — Performance revenues shows a downward trend with a -27.4% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates strong investment performance and successful exits, while a decrease suggests market headwinds or lower realization activity.
This metric represents the total revenue generated from performance-based fees and carried interest earned by the asset...
Commonly referred to as 'Carried Interest' or 'Performance Fees' at peer firms like Blackstone, KKR, or Apollo.
cg_segment_performance_allocations_performance_revenues| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.08B | $1.01B | $1.24B | $710.20M | $519.90M | $466.70M | $162.30M | $581.90M | $298.70M | $142.00M | $554.80M | $198.20M | $1.79B | $189.00M | $223.40M | $640.00M | $668.40M | $810.40M | $742.90M |
| QoQ Change | — | -51.4% | +23.0% | -42.9% | -26.8% | -10.2% | -65.2% | +258.5% | -48.7% | -52.5% | +290.7% | -64.3% | +801.3% | -89.4% | +18.2% | +186.5% | +4.4% | +21.2% | -8.3% |
| YoY Change | — | — | — | — | -75.0% | -53.8% | -77.1% | +11.9% | -36.0% | — | +241.8% | -65.9% | +498.0% | +33.1% | -59.7% | +222.9% | -62.6% | +328.8% | +232.5% |