AlTi Global, Inc. (ALTI) Total Return Calculator with Dividends Reinvested

AlTi Global, Inc.

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The total return for AlTi Global, Inc. (ALTI) stock is -29.51% over the past 12 months. So far it's down 38.64% this year. The 5-year total return is -70.24%, meaning $10,000 invested in ALTI stock 5 years ago would be worth $2,976 today. Total return includes price appreciation plus reinvesting any dividends paid out.

If you invested $10,000 in ALTI 1 year ago, it would be worth $7,101 today — you'd have lost $2,899.

With Dividends Reinvested$7,101-28.99%

Price Only (No DRIP)$7,101-28.99%

Period2025-06-23 → 2026-06-18

Price

Total Return (DRIP)

S&P 500

If You Invested $10,000 in ALTI

1Y$7,049-$2,951 (-29.5%)-29.5% CAGR

3Y$3,672-$6,328 (-63.3%)-28.4% CAGR

5Y$2,976-$7,024 (-70.2%)-21.5% CAGR

10Y$2,967-$7,033 (-70.3%)-11.4% CAGR

15Y$2,967-$7,033 (-70.3%)-7.8% CAGR

20Y$2,967-$7,033 (-70.3%)-5.9% CAGR

30Y$2,967-$7,033 (-70.3%)-4.0% CAGR

AlTi Global, Inc. did not pay dividends during this period. Total return = price return.

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As of 2026-06-22

Returns at a Glance

Period	Total Return	CAGR	Price Only	Div. Contrib.	$10K →
YTD	-38.64%	—	-38.64%	—	$6,136
1Y	-29.51%	-29.51%	-29.51%	—	$7,049
3Y	-63.28%	-28.39%	-63.28%	—	$3,672
5Y	-70.24%	-21.52%	-70.24%	—	$2,976
10Y	-70.33%	-11.44%	-70.33%	—	$2,967
15Y	-70.33%	-7.78%	-70.33%	—	$2,967
20Y	-70.33%	-5.89%	-70.33%	—	$2,967
30Y	-70.33%	-3.97%	-70.33%	—	$2,967

Risk & Highlights

Best Year+10.20%2022

Worst Year-45.82%2024

Max Drawdown-45.86%2025-12-11 → 2026-06-09

Annual Returns

Year	Total Return	Price Return	Div.	S&P 500	vs S&P
2026YTD	-5.94%	-5.94%	—	+0.41%	-6.4pp
2025	+5.69%	+5.69%	—	+16.64%	-10.9pp
2024	-45.82%	-45.82%	—	+24.00%	-69.8pp
2023	-15.20%	-15.20%	—	+24.81%	-40.0pp
2022	+10.20%	+10.20%	—	-19.95%	+30.1pp

ALTI underperformed the S&P 500 by 54.50pp over the past year (-29.51% vs +24.99%).

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ALTI Peers' Total Return

Accurate peer set · 10 comparable names

Name	Mkt Cap	30D Rtn	YTD Total Rtn	1Y Total Rtn	Div Contrib	3Y Total Rtn	5Y Total Rtn	10Y Total Rtn
ALTIAlTi Global, Inc.	$296M	-21.9%	-38.6%	-29.5%	—	-63.3%	-70.2%	-70.3%
AMGAffiliated Managers Group, Inc.	$9.4B	+18.8%	+22.2%	+91.3%	+0.0pp	+138.9%	+137.6%	+132.8%
VRTSVirtus Investment Partners, Inc.	$948M	+0.9%	-9.9%	-13.2%	+5.4pp	-19.9%	-32.2%	+144.2%
CNNECannae Holdings, Inc.	$717M	+3.4%	-11.1%	-27.8%	+3.0pp	-25.2%	-54.9%	-19.1%
BENFranklin Resources, Inc.	$17.2B	+3.4%	+40.3%	+52.1%	+5.8pp	+40.7%	+25.5%	+39.9%
IVZInvesco Ltd.	$12.5B	+2.7%	+6.0%	+96.9%	+5.7pp	+85.1%	+22.2%	+30.3%
APAMArtisan Partners Asset Management Inc.	$2.5B	-2.2%	-7.7%	-5.6%	+9.4pp	+22.1%	+10.0%	+126.6%
BXBlackstone Inc.	$97.0B	+5.7%	-20.4%	-6.4%	+3.6pp	+50.2%	+50.0%	+511.0%
KKRKKR & Co. Inc.	$86.5B	+1.1%	-24.4%	-20.1%	+0.6pp	+75.1%	+78.0%	+708.3%
APOApollo Global Management, Inc.	$79.3B	+2.6%	-5.5%	+4.9%	+1.6pp	+87.5%	+155.7%	+917.6%
ARESAres Management Corporation	$42.5B	+4.6%	-20.6%	-19.8%	+3.0pp	+51.8%	+156.5%	+1055.7%

Compare:ALTI vs AMG ALTI vs VRTS ALTI vs CNNE ALTI vs AMG vs VRTS

About ALTI Dividend Returns

AlTi Global, Inc. (ALTI) does not currently pay dividends. Many growth-focused companies reinvest profits back into the business rather than distributing them as dividends.

How We Calculate Total Return

Our total return calculator simulates dividend reinvestment (DRIP) by assuming each dividend payment is used to purchase additional shares at the closing price on the ex-dividend date. This methodology provides an accurate representation of how a dividend reinvestment plan would perform.

Frequently Asked Questions

Q1What is the total return of ALTI over the past year?

AlTi Global, Inc. (ALTI) delivered a return of -29.51% over the past year. Since ALTI does not currently pay dividends, the total return equals the price-only return.

Q2How much would $10,000 invested in ALTI be worth today?

A $10,000 investment in AlTi Global, Inc. one year ago would be worth $7,049 today, representing a loss of $2,951.

Q3Does ALTI pay dividends?

AlTi Global, Inc. (ALTI) does not currently pay dividends. Many growth-focused companies reinvest profits back into the business rather than distributing them as dividends. For ALTI, the total return equals the price-only return.

Q4Did ALTI beat the S&P 500?

No, AlTi Global, Inc. (ALTI) underperformed the S&P 500 by 54.50 percentage points over the past year. ALTI delivered a total return of -29.51%, compared to the S&P 500's 24.99%. This means a passive S&P 500 index fund outperformed ALTI by 54.50pp during this period.

Q5What is ALTI's worst drawdown?

AlTi Global, Inc. (ALTI) experienced a maximum drawdown of -45.86% over the past year, declining from its peak on 2025-12-11 to its trough on 2026-06-09. The stock has not yet fully recovered to its prior peak. Maximum drawdown measures the worst peak-to-trough decline and is an important risk metric for investors.

Q6What is ALTI's long-term total return over 10, 20, or 30 years?

Here are AlTi Global, Inc. (ALTI)'s long-term returns with dividends reinvested. Over 10 years, the total return is -70.3% (-11.4% CAGR) — $10,000 would have grown to $2,967. Over 20 years: -70.3% total return (-5.9% CAGR) — $10,000 → $2,967. Over 30 years: -70.3% total return (-4.0% CAGR) — $10,000 → $2,967. Long-term investors benefit from compounding: dividends buy additional shares, which generate their own dividends, creating an exponential growth effect.

Q7What was ALTI's best and worst year?

AlTi Global, Inc.'s best calendar year was 2022 with a total return of 10.2%. Its worst year was 2024 with a total return of -45.8%. This range shows the volatility investors should expect — the difference between the best and worst year is 56.0 percentage points.

How much would $100/month in ALTI be worth today?

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