KKR monthly performance report
View KKR's monthly returns, drawdown, and seasonality trends — updated every month.
KKR monthly report
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Key takeaways
- KKR (KKR) closed September 2026 at $98.19, down 10.51% for the month and −32.00% over the trailing 12 months.
- Year-to-date, KKR is −22.98%, underperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading −6.81% versus its 200-day moving average ($105.37), a cautious technical signal.
- Over the past three years, KKR has underperformed the S&P 500 by −19.53%, with a relative strength index reading of 88.6.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
KKR ended September 2026 at $98.19, posting a monthly return of −10.51%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −9.93%.
The current quarter stands at +6.98% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −6.81% versus the 200-day moving average ($105.37).
Year-to-date, KKR is −22.98% against SPY +11.83%, a gap of −34.81%. The stock is currently −35.44% below its 52-week high, with maximum 3-year drawdown at −49.79%.
| Period | KKR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.39% | +1.13% | +0.26% |
| 1 Week | −2.66% | +0.63% | −3.29% |
| 1 Month | −10.51% | −0.58% | −9.93% |
| 3 Months | +0.11% | +1.64% | −1.52% |
| 6 Months | +17.06% | +15.15% | +1.91% |
| YTD | −22.98% | +11.83% | −34.81% |
| 12 Months | −32.00% | +15.69% | −47.69% |
| 3 Years | +52.47% | +72.00% | −19.53% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +36.90% |
| #2 | Nov 2024 | +17.82% |
| #3 | Jul 2024 | +17.30% |
| #4 | Feb 2024 | +13.49% |
| #5 | Jan 2025 | +12.95% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | −23.26% |
| #2 | Feb 2025 | −18.84% |
| #3 | Mar 2025 | −14.74% |
| #4 | Sep 2026 | −10.51% |
| #5 | Jan 2026 | −10.37% |
| Quarter | Return |
|---|---|
| Q2 2025 | +15.07% |
| Q3 2025 | −2.32% |
| Q4 2025 | −1.90% |
| Q1 2026 | −27.44% |
| Q2 2026 | −0.78% |
| Q3 2026 (QTD) | +6.98% |
| Year | Return |
|---|---|
| 2023 | +78.48% |
| 2024 | +78.53% |
| 2025 | −13.81% |
| 2026 | −22.98% |
| Metric | Value |
|---|---|
| 52-Week High | $152.10 (2025-09-23) |
| 52-Week Low | $82.67 (2026-03-12) |
| Current Price | $98.19 |
| 200-Day Moving Average | $105.37 |
| Price vs 200DMA | −6.81% |
| 3-Year Maximum Drawdown | −49.79% (2026-03-12) |
| Current Drawdown from 52W High | −35.44% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 88.6 |
| 3-Year Excess Return vs S&P 500 | −19.53% |
| RS Peak | 191.1 (Jan 2025) |
| RS Trough | 82.6 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was KKR's return for this report period?
KKR returned −10.51% in the latest monthly window ending 2026-09-17.
Has KKR outperformed SPY year to date?
YTD KKR: −22.98% vs SPY: +11.83%.
What is KKR's 12-month return?
−32.00% over the trailing 12 months.
Is KKR above or below its 200-day moving average?
Price is −6.81% versus 200DMA ($105.37).
What is the maximum drawdown in the 3-year window?
−49.79% on 2026-03-12.