BKD vs. ALHC

Last updated Apr 1, 2026

Compare and contrast key facts about Brookdale Senior Living Inc. (BKD) and Alignment Healthcare Holdings, LLC (ALHC).

Performance

BKD vs. ALHC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookdale Senior Living Inc. (BKD) and Alignment Healthcare Holdings, LLC (ALHC). The values are adjusted to include any dividend payments, if applicable.

BKD vs. ALHC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
BKD Brookdale Senior Living Inc.	26.78%	114.51%	-13.57%	113.19%	-47.09%	-15.27%
ALHC Alignment Healthcare Holdings, LLC	-10.78%	75.56%	30.66%	-26.79%	-16.36%	-18.78%

Fundamentals

Market Cap BKD : $3.21B ALHC : $3.49B
EPS BKD : -$1.12 ALHC : -$0.00
PS Ratio BKD : 1.00 ALHC : 0.92
Total Revenue (TTM) BKD : $3.20B ALHC : $3.95B
Gross Profit (TTM) BKD : $2.84B ALHC : $471.29M
EBITDA (TTM) BKD : $3.20B ALHC : $45.50M

Returns By Period

In the year-to-date period, BKD achieves a 26.78% return, which is significantly higher than ALHC's -10.78% return.

BKD

• 1D: 2.09%
• 1M: -10.59%
• YTD: 26.78%
• 6M: 61.51%
• 1Y: 118.53%
• 3Y*: 66.76%
• 5Y*: 16.55%
• 10Y*: -1.36%

ALHC

• 1D: 4.57%
• 1M: -8.32%
• YTD: -10.78%
• 6M: 0.97%
• 1Y: -5.37%
• 3Y*: 40.45%
• 5Y*: -5.35%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BKD vs. ALHC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BKD

BKD Risk / Return Rank: 95
BKD Sharpe Ratio Rank: 96
BKD Sortino Ratio Rank: 95
BKD Omega Ratio Rank: 94
BKD Calmar Ratio Rank: 96
BKD Martin Ratio Rank: 97

ALHC

ALHC Risk / Return Rank: 36
ALHC Sharpe Ratio Rank: 36
ALHC Sortino Ratio Rank: 33
ALHC Omega Ratio Rank: 33
ALHC Calmar Ratio Rank: 39
ALHC Martin Ratio Rank: 39

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BKD vs. ALHC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookdale Senior Living Inc. (BKD) and Alignment Healthcare Holdings, LLC (ALHC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BKD	ALHC	Difference
Sharpe ratio Return per unit of total volatility	2.78	-0.12	+2.90
Sortino ratio Return per unit of downside risk	3.48	0.14	+3.34
Omega ratio Gain probability vs. loss probability	1.48	1.02	+0.46
Calmar ratio Return relative to maximum drawdown	6.09	-0.09	+6.18
Martin ratio Return relative to average drawdown	19.83	-0.19	+20.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BKD vs. ALHC - Sharpe Ratio Comparison

The current BKD Sharpe Ratio is 2.78, which is higher than the ALHC Sharpe Ratio of -0.12. The chart below compares the historical Sharpe Ratios of BKD and ALHC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BKD	ALHC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.78	-0.12	+2.90
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.31	-0.09	+0.40
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.02	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.04	0.01	-0.05

Correlation

The correlation between BKD and ALHC is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BKD vs. ALHC - Dividend Comparison

Neither BKD nor ALHC has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

BKD vs. ALHC - Drawdown Comparison

The maximum BKD drawdown since its inception was -96.29%, which is greater than ALHC's maximum drawdown of -83.61%. Use the drawdown chart below to compare losses from any high point for BKD and ALHC.

Drawdown Indicators

	BKD	ALHC	Difference
Max Drawdown Largest peak-to-trough decline	-96.29%	-83.61%	-12.68%
Max Drawdown (1Y) Largest decline over 1 year	-20.10%	-41.15%	+21.05%
Max Drawdown (5Y) Largest decline over 5 years	-73.14%	-83.61%	+10.47%
Max Drawdown (10Y) Largest decline over 10 years	-90.90%	—	—
Current Drawdown Current decline from peak	-70.87%	-35.39%	-35.48%
Average Drawdown Average peak-to-trough decline	-63.63%	-52.96%	-10.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.17%	19.64%	-13.47%

Volatility

BKD vs. ALHC - Volatility Comparison

The current volatility for Brookdale Senior Living Inc. (BKD) is 8.58%, while Alignment Healthcare Holdings, LLC (ALHC) has a volatility of 12.59%. This indicates that BKD experiences smaller price fluctuations and is considered to be less risky than ALHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BKD	ALHC	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.58%	12.59%	-4.01%
Volatility (6M) Calculated over the trailing 6-month period	28.18%	30.48%	-2.30%
Volatility (1Y) Calculated over the trailing 1-year period	42.88%	44.59%	-1.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	53.82%	62.26%	-8.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	59.94%	62.53%	-2.59%

Financials