(ALTI) Alvarium Tiedemann - Performance -21.8% in 12m
ALTI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
-73.26%
#192 in Peer-Group
Rel. Strength
22.96%
#5861 in Stock-Universe
Total Return 12m
-21.76%
#184 in Peer-Group
Total Return 5y
-59.77%
#182 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 5.30 USD |
| 52 Week Low | 2.52 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 96.63 |
| Buy/Sell Signal +-5 | 1.07 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ALTI (-21.8%) vs XLF (23.7%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
4.62% | 52.8% | 231% | 8.21 | 6.91 | 1.25 | 76.9% | 18.1% |
| ARES NYSE Ares Management |
-1.27% | 26.7% | 406% | 99.3 | 34.5 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
-0.88% | 56.3% | 168% | 14.7 | 13.3 | 1.18 | 28.1% | 10.4% |
| TSLX NYSE Sixth Street Specialty |
4.85% | 18.5% | 133% | 12.4 | 11.4 | 1.27 | -27.1% | -3.62% |
| FHI NYSE Federated Investors |
-1.93% | 37.3% | 128% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| APO NYSE Apollo Global Management |
-7.92% | 15.1% | 193% | 23.1 | 17.1 | 1.37 | 3.80% | -28.4% |
| OFS NASDAQ OFS Capital |
2.16% | 5.92% | 214% | 4.02 | 9.2 | 1.67 | -33.2% | -23.5% |
| PNNT NYSE PennantPark Investment |
0.75% | 2.25% | 220% | 9.22 | 9.73 | 0.28 | -21.9% | -23.3% |
Performance Comparison: ALTI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for ALTI
| Total Return (including Dividends) | ALTI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 12.32% | -2.57% | 1.11% |
| 3 Months | 55.56% | 2.14% | 5.58% |
| 12 Months | -21.76% | 23.72% | 10.51% |
| 5 Years | -59.77% | 127.03% | 109.12% |
| Trend Score (consistency of price movement) | ALTI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 77.9% | -20.6% | 69.9% |
| 3 Months | 85.3% | 63.2% | 69.3% |
| 12 Months | -73.8% | 79.3% | 43.2% |
| 5 Years | -82.6% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #10 | 15.29% | 11.09% |
| 3 Month | #4 | 52.29% | 47.33% |
| 12 Month | #186 | -36.76% | -29.20% |
| 5 Years | #183 | -73.17% | -73.42% |
FAQs
Does Alvarium Tiedemann (ALTI) outperform the market?
No,
over the last 12 months ALTI made -21.76%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.72%.
Over the last 3 months ALTI made 55.56%, while XLF made 2.14%.
Performance Comparison ALTI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ALTI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.5% | 11.2% | -8.5% | -32% |
| US NASDAQ 100 | QQQ | 5.8% | 10.8% | -7.7% | -31% |
| German DAX 40 | DAX | 7.8% | 13.1% | -24.8% | -51% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.8% | 13.3% | -10.3% | -33% |
| Hongkong Hang Seng | HSI | 5% | 7.3% | -27.5% | -49% |
| India NIFTY 50 | INDA | 7.3% | 13.7% | -7.5% | -20% |
| Brasil Bovespa | EWZ | 3.2% | 11.9% | -28.7% | -31% |
ALTI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.9% | 10.9% | -11.3% | -44% |
| Consumer Discretionary | XLY | 6.1% | 14.1% | 1.4% | -39% |
| Consumer Staples | XLP | 5.9% | 12.5% | -10% | -29% |
| Energy | XLE | -0.3% | 9.4% | -12.1% | -25% |
| Financial | XLF | 7.1% | 14.9% | -11.3% | -45% |
| Health Care | XLV | 3.6% | 8% | -8% | -17% |
| Industrial | XLI | 6.6% | 12% | -14% | -40% |
| Materials | XLB | 6.2% | 10.9% | -9.3% | -21% |
| Real Estate | XLRE | 5% | 11.4% | -9.5% | -35% |
| Technology | XLK | 5.2% | 10.3% | -8.9% | -26% |
| Utilities | XLU | 4.2% | 11.8% | -16.8% | -43% |
| Aerospace & Defense | XAR | 6.5% | 6.6% | -25.4% | -64% |
| Biotech | XBI | 5.9% | 4.6% | 2.3% | -14% |
| Homebuilder | XHB | 7.2% | 17.3% | 6.9% | -12% |
| Retail | XRT | 9.5% | 12.5% | -0.5% | -22% |
ALTI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.3% | -6.37% | -18.3% | -25% |
| Natural Gas | UNG | 6.3% | 14.9% | -26.8% | -7% |
| Gold | GLD | 1.9% | 6.1% | -38.6% | -69% |
| Silver | SLV | 6.4% | 1% | -28.1% | -44% |
| Copper | CPER | 8.1% | 10.6% | -23.4% | -30% |
ALTI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 4.1% | 11.6% | -7% | -18% |
| iShares High Yield Corp. Bond | HYG | 5.1% | 11.8% | -12.2% | -31% |