Alvarium Tiedemann Holdings Inc. (ALTI)

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The chart shows the growth of an initial investment of $10,000 in Alvarium Tiedemann Holdings Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Alvarium Tiedemann Holdings Inc. (ALTI) has returned -21.98% so far this year and 19.08% over the past 12 months.

Based on dividend-adjusted daily data since Jan 3, 2023, ALTI's average daily return is +0.02%, while the average monthly return is -0.58%.

Historically, 44% of months were positive and 56% were negative. The best month was Jun 2023 with a return of +76.1%, while the worst month was Apr 2023 at -50.8%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 4 months.

On a daily basis, ALTI closed higher 47% of trading days. The best single day was Jan 25, 2023 with a return of +65.4%, while the worst single day was Jan 27, 2023 at -26.4%.

Alvarium Tiedemann Holdings Inc. has an annualized alpha of -12.69%, beta of 0.98, and R² of 0.03 versus S&P 500 Index. Calculated based on daily prices since January 04, 2023.

• This stock participated in 138.27% of S&P 500 Index downside but only -45.15% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.03 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ALTI ranks 53 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Alvarium Tiedemann Holdings Inc. (ALTI) and compare them to a chosen benchmark (S&P 500 Index).

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Alvarium Tiedemann Holdings Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Alvarium Tiedemann Holdings Inc. was 83.64%, occurring on Mar 17, 2025. The portfolio has not yet recovered.

The current Alvarium Tiedemann Holdings Inc. drawdown is 76.49%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Alvarium Tiedemann Holdings Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Alvarium Tiedemann Holdings Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.