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 November 2026 at $98.05, up 3.88% for the month and −18.80% over the trailing 12 months.
- Year-to-date, KKR is −23.09%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +0.30% versus its 200-day moving average ($97.76), a bullish technical signal.
- Over the past three years, KKR has underperformed the S&P 500 by −18.10%, with a relative strength index reading of 89.4.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
KKR ended November 2026 at $98.05, posting a monthly return of +3.88%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +4.06%.
The current quarter stands at +7.39% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +0.30% versus the 200-day moving average ($97.76).
Year-to-date, KKR is −23.09% against SPY +10.62%, a gap of −33.71%. The stock is currently −32.30% below its 52-week high, with maximum 3-year drawdown at −49.79%.
| Period | KKR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.87% | −0.36% | +1.24% |
| 1 Week | +1.63% | +2.59% | −0.97% |
| 1 Month | +3.88% | −0.18% | +4.06% |
| 3 Months | −9.91% | −2.37% | −7.54% |
| 6 Months | −1.53% | +0.83% | −2.36% |
| YTD | −23.09% | +10.62% | −33.71% |
| 12 Months | −18.80% | +12.25% | −31.05% |
| 3 Years | +53.27% | +71.37% | −18.10% |
| 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 | Sep 2026 | −16.79% |
| #4 | Mar 2025 | −14.74% |
| #5 | Jan 2026 | −10.37% |
| Quarter | Return |
|---|---|
| Q3 2025 | −2.32% |
| Q4 2025 | −1.90% |
| Q1 2026 | −27.44% |
| Q2 2026 | −0.78% |
| Q3 2026 | −0.52% |
| Q4 2026 (QTD) | +7.39% |
| Year | Return |
|---|---|
| 2023 | +78.48% |
| 2024 | +78.53% |
| 2025 | −13.81% |
| 2026 | −23.09% |
| Metric | Value |
|---|---|
| 52-Week High | $144.84 (2025-12-11) |
| 52-Week Low | $82.67 (2026-03-12) |
| Current Price | $98.05 |
| 200-Day Moving Average | $97.76 |
| Price vs 200DMA | +0.30% |
| 3-Year Maximum Drawdown | −49.79% (2026-03-12) |
| Current Drawdown from 52W High | −32.30% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 89.4 |
| 3-Year Excess Return vs S&P 500 | −18.10% |
| RS Peak | 191 (Jan 2025) |
| RS Trough | 76.5 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was KKR's return for this report period?
KKR returned +3.88% in the latest monthly window ending 2026-11-13.
Has KKR outperformed SPY year to date?
YTD KKR: −23.09% vs SPY: +10.62%.
What is KKR's 12-month return?
−18.80% over the trailing 12 months.
Is KKR above or below its 200-day moving average?
Price is +0.30% versus 200DMA ($97.76).
What is the maximum drawdown in the 3-year window?
−49.79% on 2026-03-12.