Alignment Healthcare LLC

10-Year Study

ALHC.US · Healthcare · US · Common Stock

Executive Summary: Alignment Healthcare LLC has compounded at -1.0% annually over the last 10 years, with a maximum drawdown of 81.3% and an annualized volatility of 73.0%.

1Y CAGR
+39.2%
3Y CAGR
+54.3%
5Y CAGR
-3.8%
10Y CAGR
-1.0%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
81.3%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.23
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.40
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
60.3%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +75.6%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · -26.8%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
60%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202614.1-14.7-8.318.2————————5.4%
202536.81.918.7-4.8-13.3-8.9-1.618.76.7-3.413.92.875.6%
2024-22.2-10.4-17.33.853.0-0.811.83.131.24.91.7-10.830.7%
20235.0-19.5-36.0-1.1-6.7-2.08.0-6.018.8-0.99.014.8-26.8%
2022-45.911.133.1-14.411.16.828.73.6-22.211.80.5-11.6-16.4%
2021———21.0-4.9-7.4-10.9-15.2-9.624.3-18.4-13.3-35.9%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 73.0%. The dominant macroeconomic risk driver is LQD.US, accounting for 23.8% of variance. Idiosyncratic stock-specific factors contribute 36.4%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2021-03-0110000
2021-04-0112102.143182854537
2021-05-0111504.787961696307
2021-06-0110656.634746922025
2021-07-019498.404012767896
2021-08-018057.455540355678
2021-09-017286.821705426358
2021-10-019056.08755129959
2021-11-017391.700866393069
2021-12-016411.308709530324
2022-01-013465.572275421797
2022-02-013848.609211126311
2022-03-015120.839033287734
2022-04-014382.1249430004555
2022-05-014870.0410396716825
2022-06-015202.918376652988
2022-07-016694.026447788418
2022-08-016935.704514363885
2022-09-015398.996808025536
2022-10-016037.391700866394
2022-11-016064.751481988144
2022-12-015362.517099863201
2023-01-015631.55494756042
2023-02-014532.603739170087
2023-03-012900.136798905609
2023-04-012868.217054263566
2023-05-012676.6985864113085
2023-06-012621.9790241678065
2023-07-012831.737346101231
2023-08-012663.0186958504332
2023-09-013164.6146830825355
2023-10-013137.254901960784
2023-11-013419.9726402188785
2023-12-013926.128590971272
2024-01-013055.1755585955316
2024-02-012735.9781121751025
2024-03-012261.7419060647517
2024-04-012348.3812129502967
2024-05-013593.251253989968
2024-06-013565.891472868217
2024-07-013985.4081167350664
2024-08-014108.527131782946
2024-09-015389.876880984952
2024-10-015654.354765161878
2024-11-015750.1139990880065
2024-12-015129.958960328317
2025-01-017017.783857729139
2025-02-017154.582763337893
2025-03-018490.652074783402
2025-04-018080.255357957136
2025-05-017008.6639306885545
2025-06-016383.948928408573
2025-07-016283.629730962152
2025-08-017460.100319197446
2025-09-017957.136342909257
2025-10-017688.098495212038
2025-11-018759.68992248062
2025-12-019005.92795257638
2026-01-0110273.597811217513
2026-02-018764.249886000911
2026-03-018034.655722754218
2026-04-019493.844049247606
Annual Return Matrix
YearAnnual Return
2022-0.16358463726884787
2023-0.2678571428571429
20240.3066202090592336
20250.7555555555555555
20260.054177215189873396
Total Factor Risk
0.7296501917538268
VTI.US Exposure
-0.050279196910182865
VEA.US Exposure
-0.03046030806238488
VWO.US Exposure
0.0071797090234434185
QQQ.US Exposure
0.025765137662661277
VTV.US Exposure
-0.03311800925751967
IJR.US Exposure
0.21550477018020045
QUAL.US Exposure
0.00414407491977127
SHV.US Exposure
0.06738242393202087
TLT.US Exposure
0.05134926279096392
LQD.US Exposure
0.2378339190174247
HYG.US Exposure
0.029404291401226964
GLD.US Exposure
0.007947623700636376
USO.US Exposure
0.007209956499348509
VNQ.US Exposure
0.06444557556818038
BTC-USD.CC Exposure
0.007011973499012672
CPER.US Exposure
-0.004290524865871544
VIX.INDX Exposure
-0.006371015660480459
UUP.US Exposure
0.018799116102410016
TIP.US Exposure
0.01669861763550236
Idiosyncratic Exposure
0.36384260282363634
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
73.0%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$3.8B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+8.0%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+17.4%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
12.6% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.20
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Alignment Healthcare LLC a high-risk investment?

Alignment Healthcare LLC (ALHC.US) has an annualized volatility of 73.0% and experienced a maximum drawdown of 81.3% over the last 10 years. Its primary macro risk driver is LQD.US.

What is the 10-year return of ALHC.US?

Over the past 10 years, ALHC.US has generated a Compound Annual Growth Rate (CAGR) of -1.0%. It has had a positive return in 60% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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