ALUP11.SA - Risk

Pure Price Volatility Risk (Market Swings)

The business itself is financially solid (Financial Health 82/100, minimal insolvency risk). The high overall score (6/7) is driven primarily by extreme stock price swings (±20.7% p.a.) and steep historical drawdowns.

Volatility Risk

Transparent evaluation of price volatility (SRI), Beta, and historical drawdowns.

Volatility Risk Score

6/7 High

6 / 7 SRI Price Fluctuation & Beta

Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors. Moves noticeably less than the broader market (0.1x).

Beta (Market Relation)

0.13x

Defensive

Volatility (5Y p.a.)

20.7% p.a.

5-Year Horizon

Max Drawdown (5Y)

-19.9%

5-Year Horizon

Sharpe Ratio

0.50

Return / Risk

Speculative / High Risk: Score Basis:

Multi-Horizon Risk & Performance Matrix

Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+29.2%
3 Years	20.4%	-19.9%	0.57	+14.2%
5 Years	20.7%	-19.9%	0.5	+12.9%
10 Years	22.5%	-31.4%	0.33	+10%

Automated Risk & Health Notes (Red Flags)

Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).

Exemplary balance sheet strength: Very solid ratio of equity to debt.

🔴 Low analyst coverage – higher uncertainty in growth estimates & projections