- Sector
- Financial Services
- Industry
- Asset Management
- IPO Date
- Jan 3, 2023
Highlights
- Market Cap
- $534.57M
- Enterprise Value
- $616.77M
- EPS (TTM)
- -$1.64
- Total Revenue (TTM)
- $221.66M
- Gross Profit (TTM)
- $42.36M
- EBITDA (TTM)
- -$158.34M
- Year Range
- $2.75 - $5.45
- Target Price
- $9.00
- ROA (TTM)
- -13.97%
- ROE (TTM)
- -27.38%
- Avg. Volume (1M)
- 115K
- Avg. Volume Value (1M)
- $411.43K
Share Price Chart
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Performance
ALTI Performance Chart
Alvarium Tiedemann Holdings Inc. (ALTI) is down 22.4% since the beginning of the year. At $4 per share, ALTI is trading 33.9% below its 52-week high of $5.
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Returns By Period
Alvarium Tiedemann Holdings Inc. (ALTI) has returned -22.41% so far this year and -7.69% over the past 12 months.
Alvarium Tiedemann Holdings Inc.
- 1D
- 0.00%
- 1M
- -2.70%
- 6M
- -23.24%
- YTD
- -22.41%
- 1Y
- -7.69%
- 3Y*
- -22.39%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -26.85%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
ALTI Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2023, ALTI's average daily return is +0.01%, while the average monthly return is -0.64%.
Historically, 42% of months were positive and 58% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.08% | -5.54% | -18.28% | -2.21% | -6.78% | 9.39% | -0.28% | -22.41% | |||||
| 2025 | -11.79% | -11.05% | -12.14% | 12.83% | -3.21% | 25.00% | -1.45% | 5.87% | -17.78% | 10.67% | 2.54% | 14.85% | 5.22% |
| 2024 | -29.11% | -5.64% | -3.41% | -18.73% | 3.70% | 9.22% | -5.95% | -17.96% | -6.97% | 9.09% | 16.42% | -7.16% | -49.66% |
| 2023 | -28.09% | 17.57% | 34.84% | -50.80% | -29.50% | 76.09% | 2.09% | -6.52% | -4.79% | -9.91% | 20.73% | 15.72% | -20.36% |
Benchmark Metrics
Alvarium Tiedemann Holdings Inc. has an annualized alpha of -14.01%, beta of 0.93, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since January 03, 2023.
- This stock participated in 115.48% of S&P 500 Index downside but only -47.66% 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.
- Alpha
- -14.01%
- Beta
- 0.93
- R²
- 0.03
- Upside Capture
- -47.66%
- Downside Capture
- 115.48%
Return for Risk
Risk / Return Rank
ALTI ranks 35 for risk / return — above 35% of stocks peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Alvarium Tiedemann Holdings Inc. (ALTI) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ALTI | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.62 | ||
| Sortino ratioReturn per unit of downside risk | -1.88 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.25 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 2.00 | -2.27 |
| Martin ratioReturn relative to average drawdown | -0.49 | 8.49 | -8.98 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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 76.62%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-83.64%Mar 2025 | 2y 1mo | — | 3y 6moJan 2023 - now | 2025 selloff2025 |
-27.27%Jan 2023 | 2d | 20d | 22dJan 2023 - Jan 2023 | — |
Drawdown Indicators
| ALTI | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.64% | -56.78% | -26.86% |
Max Drawdown (1Y)Largest decline over 1 year | -45.86% | -9.10% | -36.76% |
Max Drawdown (3Y)Largest decline over 3 years | -72.22% | -18.90% | -53.32% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -76.62% | -1.58% | -75.04% |
Average DrawdownAverage peak-to-trough decline | -65.31% | -10.70% | -54.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.43% | 2.14% | +22.29% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
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.
Valuation
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.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for ALTI relative to other companies in the Asset Management industry. Currently, ALTI has a P/S ratio of 1.6. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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