AlTi Global, Inc. (ALTI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$3,176
Total Return
-68.24%
CAGR
-20.50%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.38% |
| Median | -0.10% |
| Best | +83.87% |
| Worst | -61.82% |
| % of Windows Positive | 45.4% |
1-Year (252 Trading Days)
| Average | -16.78% |
| Median | -18.46% |
| Best | +54.62% |
| Worst | -62.23% |
| % of Windows Positive | 31.6% |
3-Year (756 Trading Days)
| Average | -57.70% |
| Median | -58.53% |
| Best | -22.52% |
| Worst | -74.44% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -83.64% |
| Average Drawdown | -44.53% |
| Drawdown Duration | 841 Trading Days (Unrecovered) |
| Sortino Ratio | 0.05 |
| Calmar Ratio | -0.25 |
| CVaR (5%) | -9.97% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -33.41% (-61.87% ann.) | $3340.52 | $0.00 | $0.00 | $0.00 |
| 2025 | +5.22% | +$521.55 | $0.00 | $0.00 | $0.00 |
| 2024 | -49.66% | $4965.75 | $0.00 | $0.00 | $0.00 |
| 2023 | -19.71% | $1970.66 | $0.00 | $0.00 | $0.00 |
| 2022 | +10.43% | +$1042.51 | $0.00 | $0.00 | $0.00 |
| 2021 partial | +1.39% (+2.05% ann.) | +$138.53 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | April 27, 2021 – November 29, 2021 | +1.28% | +2.18% | +$128.27 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +0.91% | +0.96% | +$90.55 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -55.73% | -35.57% | $5573.28 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -28.31% | -17.72% | $2830.62 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
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.