KKR monthly performance report
Monthly KKR research: returns, drawdown, relative strength, seasonality, and key stats.
KKR monthly report
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Key takeaways
- KKR (KKR) closed August 2026 at $105.65, up 4.16% for the month and −25.94% over the trailing 12 months.
- Year-to-date, KKR is −17.12%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −1.29% versus its 200-day moving average ($107.03), a cautious technical signal.
- Over the past three years, KKR has outperformed the S&P 500 by +3.24%, with a relative strength index reading of 100.1.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 14 negative months.
KKR ended August 2026 at $105.65, posting a monthly return of +4.16%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +1.11%.
The current quarter stands at +9.21% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −1.29% versus the 200-day moving average ($107.03).
Year-to-date, KKR is −17.12% against SPY +12.89%, a gap of −30.01%. The stock is currently −30.54% below its 52-week high, with maximum 3-year drawdown at −49.79%.
| Period | KKR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.37% | −0.20% | −2.17% |
| 1 Week | +2.91% | +3.90% | −0.99% |
| 1 Month | +4.16% | +3.05% | +1.11% |
| 3 Months | +1.26% | +7.11% | −5.86% |
| 6 Months |