Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALTR (Altair Engineering Inc) | NA | 32.57% | 21.47% | 35.50% | NA | NA | NA | … | … |
Data as of 03/25/2025, Common starting date is 11/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALTR (Altair Engineering Inc) | 11/01/2017 | 03/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 32.57 | 21.47 | 35.50 | NA | NA | NA | … | … | 2.51 | 29.66 | 85.07 | -41.19 | 32.90 | 62.02 | 30.20 | 15.30 | 30.64 | 0.00 |
| Sharpe Ratio | NA | 1.07 | 0.55 | 0.95 | 0.21 | NA | NA | … | … | 3.53 | 0.81 | 2.44 | -1.08 | 0.96 | 1.20 | 0.67 | 0.30 | 6.40 | NA |
| Standard Deviation(%) | NA | 27.10 | 33.24 | 35.42 | 86.75 | NA | NA | … | … | 2.40 | 32.14 | 33.67 | 39.51 | 34.19 | 51.28 | 43.06 | 46.07 | 68.40 | 0.00 |
| Draw Down(%) | NA | 18.64 | 34.13 | 45.68 | 46.05 | NA | NA | … | … | 0.62 | 18.64 | 23.81 | 43.29 | 17.33 | 40.52 | 33.94 | 41.31 | 15.66 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/25/2025, Common starting date is 11/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTR (Altair Engineering Inc) |
6.89%
Aug 2021 – Aug 2024 |
7.56%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTR (Altair Engineering Inc) |
41.00%
Dec 2018 – Dec 2021 |
26.25%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart