Alta Equipment Group Inc. (ALTG) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$4,812
Total Return
-51.88%
CAGR
-13.61%
Dividends
$498.91
Yield on Cost
4.99%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.22% |
| Median | -1.00% |
| Best | +58.10% |
| Worst | -46.86% |
| % of Windows Positive | 47.4% |
1-Year (252 Trading Days)
| Average | -9.31% |
| Median | -15.34% |
| Best | +97.24% |
| Worst | -68.55% |
| % of Windows Positive | 34.2% |
3-Year (756 Trading Days)
| Average | -46.90% |
| Median | -50.17% |
| Best | +2.31% |
| Worst | -69.91% |
| % of Windows Positive | 0.6% |
Risk Metrics
| Maximum Drawdown | -79.31% |
| Average Drawdown | -41.68% |
| Drawdown Duration | 812 Trading Days (Unrecovered) |
| Sortino Ratio | 0.03 |
| Calmar Ratio | -0.17 |
| CVaR (5%) | -7.78% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +38.26% (+115.63% ann.) | +$3826.11 | $0.00 | $0.00 | $0.00 |
| 2025 | -28.64% | $2863.51 | $174.84 | $34.97 | $0.28 |
| 2024 | -45.89% | $4589.21 | $185.70 | $37.15 | $0.31 |
| 2023 | -5.01% | $500.71 | $173.60 | $34.72 | $0.28 |
| 2022 | -9.27% | $926.88 | $78.00 | $15.60 | $0.12 |
| 2021 | +48.18% | +$4817.81 | $0.00 | $0.00 | $0.00 |
| 2020 | -1.30% | $129.87 | $0.00 | $0.00 | $0.00 |
| 2019 partial | +3.20% (+4.70% ann.) | +$319.59 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | April 25, 2019 – February 19, 2020 | +9.28% | +11.41% | +$927.84 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -59.33% | -100.00% | $5933.02 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +86.00% | +171.44% | +$8600.46 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +76.76% | +71.67% | +$7675.79 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -17.17% | -18.13% | $1716.83 | $39.01 | $7.80 | $0.06 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -47.13% | -29.10% | $4713.45 | $352.74 | $70.56 | $0.57 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -0.99% | -0.58% | $99.05 | $262.33 | $52.46 | $0.43 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2022-08-12 | $0.0570 | 0.43% |
| 2022-11-14 | $0.0570 | 0.43% |
| 2023-02-14 | $0.0570 | 0.33% |
| 2023-05-12 | $0.0570 | 0.40% |
| 2023-08-14 | $0.0570 | 0.39% |
| 2023-11-14 | $0.0570 | 0.52% |
| 2024-02-14 | $0.0570 | 0.52% |
| 2024-05-14 | $0.0570 | 0.67% |
| 2024-08-15 | $0.0570 | 0.99% |
| 2024-11-15 | $0.0570 | 0.79% |
| 2025-02-14 | $0.0570 | 0.77% |
| 2025-05-15 | $0.0570 | 1.04% |
| Total | 12 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2022-08-12 | $40.71 | $8.14 | $0.06 | 2.4701 |
| 2022-11-14 | $40.86 | $8.17 | $0.06 | 2.5684 |
| 2023-02-14 | $41.00 | $8.20 | $0.06 | 1.8197 |
| 2023-05-12 | $41.11 | $8.22 | $0.06 | 2.2463 |
| 2023-08-14 | $41.23 | $8.24 | $0.07 | 2.2798 |
| 2023-11-14 | $41.36 | $8.27 | $0.07 | 2.9329 |
| 2024-02-14 | $41.53 | $8.31 | $0.07 | 2.9369 |
| 2024-05-14 | $41.70 | $8.34 | $0.07 | 3.7618 |
| 2024-08-15 | $41.91 | $8.38 | $0.07 | 5.5402 |
| 2024-11-15 | $42.23 | $8.45 | $0.07 | 4.8233 |
| 2025-02-14 | $42.50 | $8.50 | $0.07 | 4.6044 |
| 2025-05-15 | $42.76 | $8.55 | $0.07 | 6.2996 |
| Total | $498.91 | $99.79 | $0.80 | 42.2833 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.