BKR monthly performance report
Monthly BKR research: returns, drawdown, relative strength, seasonality, and key stats.
BKR monthly report
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Key takeaways
- Baker Hughes (BKR) closed September 2026 at $64.63, up 1.70% for the month and +42.48% over the trailing 12 months.
- Year-to-date, BKR is +41.92%, outperforming the S&P 500 which has returned +12.21% YTD.
- The stock is trading +11.25% versus its 200-day moving average ($58.10), a bullish technical signal.
- Over the past three years, BKR has outperformed the S&P 500 by +5.99%, with a relative strength index reading of 102.4.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Baker Hughes ended September 2026 at $64.63, posting a monthly return of +1.70%. The S&P 500 returned −0.25% over the same window, leaving relative performance at +1.95%.
The current quarter stands at +17.62% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +11.25% versus the 200-day moving average ($58.10).
Year-to-date, BKR is +41.92% against SPY +12.21%, a gap of +29.71%. The stock is currently −8.21% below its 52-week high, with maximum 3-year drawdown at −28.35%.
| Period | BKR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.54% | +0.44% | +1.10% |
| 1 Week | +4.55% | −0.12% | +4.67% |
| 1 Month | +1.70% | −0.25% | +1.95% |
| 3 Months | +2.64% | +0.74% | +1.90% |
| 6 Months | −0.97% | +11.48% | −12.44% |
| YTD | +41.92% | +12.21% | +29.71% |
| 12 Months | +42.48% | +19.51% | +22.98% |
| 3 Years | +75.58% | +69.59% | +5.99% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2026 | +22.57% |
| #2 | Jul 2025 | +17.59% |
| #3 | Feb 2026 | +17.02% |
| #4 | Apr 2026 | +15.83% |
| #5 | Nov 2024 | +15.26% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −19.12% |
| #2 | Jan 2024 | −17.22% |
| #3 | Jun 2026 | −12.75% |
| #4 | Dec 2025 | −9.30% |
| #5 | Aug 2024 | −8.46% |
| Quarter | Return |
|---|---|
| Q2 2025 | −12.97% |
| Q3 2025 | +29.37% |
| Q4 2025 | −6.58% |
| Q1 2026 | +31.67% |
| Q2 2026 | −6.95% |
| Q3 2026 (QTD) | +17.62% |
| Year | Return |
|---|---|
| 2023 | +13.74% |
| 2024 | +21.05% |
| 2025 | +8.22% |
| 2026 | +44.11% |
| Metric | Value |
|---|---|
| 52-Week High | $70.41 (2026-04-27) |
| 52-Week Low | $43.92 (2025-10-14) |
| Current Price | $64.63 |
| 200-Day Moving Average | $58.10 |
| Price vs 200DMA | +11.25% |
| 3-Year Maximum Drawdown | −28.35% (2025-04-08) |
| Current Drawdown from 52W High | −8.21% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 102.4 |
| 3-Year Excess Return vs S&P 500 | +5.99% |
| RS Peak | 120.8 (Mar 2026) |
| RS Trough | 69.4 (Jun 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was BKR's return for this report period?
BKR returned +1.70% in the latest monthly window ending 2026-09-02.
Has BKR outperformed SPY year to date?
YTD BKR: +41.92% vs SPY: +12.21%.
What is BKR's 12-month return?
+42.48% over the trailing 12 months.
Is BKR above or below its 200-day moving average?
Price is +11.25% versus 200DMA ($58.10).
What is the maximum drawdown in the 3-year window?
−28.35% on 2025-04-08.