Performance analysis of AlTi Global (ALTI)
Annual Return
Over the past 3 years, ALTI has had an average annual return of -23.10%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Jan 3, 2023, ALTI has had an average annual return of -25.96%, underperforming the benchmark SPY, which returned +22.24% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -23.29% | +5.22% | -49.66% | -15.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.07% | -5.55% | -18.28% | -2.20% | -6.77% | +9.39% | -1.40% | -23.29% | |||||
| 2025 | -11.78% | -11.07% | -12.12% | +12.81% | -3.19% | +24.98% | -1.44% | +5.89% | -17.80% | +10.68% | +2.54% | +14.86% | +5.22% |
| 2024 | -29.10% | -5.64% | -3.42% | -18.73% | +3.71% | +9.22% | -5.97% | -17.94% | -6.96% | +9.09% | +16.41% | -7.16% | -49.66% |
| 2023 | -23.43% | +17.58% | +34.83% | -50.79% | -29.50% | +76.09% | +2.09% | -6.53% | -4.78% | -9.91% | +20.72% | +15.72% | -15.20% |
Drawdown analysis of AlTi Global (ALTI)
The maximum drawdown for the ALTI was -83.64%, occurring on Mar 17, 2025. This drawdown has not yet recovered.
The current ALTI drawdown is -76.88%.
Since Jan 3, 2023 ALTI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.64% | Jan 25, 2023 | 536 | Mar 17, 2025 | Ongoing | Ongoing | Ongoing |
| -22.56% | Jan 3, 2023 | 2 | Jan 5, 2023 | 13 | Jan 25, 2023 | 15 |