BKR monthly performance report
View BKR's monthly returns, drawdown, and seasonality trends — updated every month.
BKR monthly report
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Key takeaways
- Baker Hughes (BKR) closed September 2026 at $56.32, down 11.38% for the month and +19.25% over the trailing 12 months.
- Year-to-date, BKR is +23.67%, outperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −3.84% versus its 200-day moving average ($58.57), a cautious technical signal.
- Over the past three years, BKR has underperformed the S&P 500 by −14.32%, with a relative strength index reading of 90.9.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Baker Hughes ended September 2026 at $56.32, posting a monthly return of −11.38%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −9.68%.
The current quarter stands at +1.48% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −3.84% versus the 200-day moving average ($58.57).
Year-to-date, BKR is +23.67% against SPY +10.58%, a gap of +13.09%. The stock is currently −20.01% below its 52-week high, with maximum 3-year drawdown at −28.35%.
| Period | BKR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.71% | −0.44% | −0.26% |
| 1 Week | −11.50% | −1.10% | −10.41% |
| 1 Month | −11.38% | −1.69% | −9.68% |
| 3 Months | −10.80% | −0.10% | −10.70% |
| 6 Months | −4.49% | +13.21% | −17.70% |
| YTD | +23.67% | +10.58% | +13.09% |
| 12 Months | +19.25% | +14.25% | +5.00% |
| 3 Years | +55.75% | +70.07% | −14.32% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2026 | +23.06% |
| #2 | Jul 2025 | +17.50% |
| #3 | Feb 2026 | +16.45% |
| #4 | Nov 2024 | +15.41% |
| #5 | Apr 2026 | +14.12% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −19.45% |
| #2 | Jan 2024 | −16.62% |
| #3 | Jun 2026 | −13.12% |
| #4 | Sep 2026 | −11.38% |
| #5 | Dec 2025 | −9.28% |
| Quarter | Return |
|---|---|
| Q2 2025 | −12.76% |
| Q3 2025 | +27.07% |
| Q4 2025 | −6.53% |
| Q1 2026 | +34.06% |
| Q2 2026 | −9.09% |
| Q3 2026 (QTD) | +1.48% |
| Year | Return |
|---|---|
| 2023 | +15.75% |
| 2024 | +20.01% |
| 2025 | +11.02% |
| 2026 | +23.67% |
| Metric | Value |
|---|---|
| 52-Week High | $70.41 (2026-04-27) |
| 52-Week Low | $43.92 (2025-10-14) |
| Current Price | $56.32 |
| 200-Day Moving Average | $58.57 |
| Price vs 200DMA | −3.84% |
| 3-Year Maximum Drawdown | −28.35% (2025-04-08) |
| Current Drawdown from 52W High | −20.01% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 90.9 |
| 3-Year Excess Return vs S&P 500 | −14.32% |
| RS Peak | 121.3 (Mar 2026) |
| RS Trough | 69.7 (Jun 2024) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BKR's return for this report period?
BKR returned −11.38% in the latest monthly window ending 2026-09-16.
Has BKR outperformed SPY year to date?
YTD BKR: +23.67% vs SPY: +10.58%.
What is BKR's 12-month return?
+19.25% over the trailing 12 months.
Is BKR above or below its 200-day moving average?
Price is −3.84% versus 200DMA ($58.57).
What is the maximum drawdown in the 3-year window?
−28.35% on 2025-04-08.