Correlation Between SMA Solar and Allianz Technology

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Can any of the company-specific risk be diversified away by investing in both SMA Solar and Allianz Technology at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining SMA Solar and Allianz Technology into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between SMA Solar Technology and Allianz Technology Trust, you can compare the effects of market volatilities on SMA Solar and Allianz Technology and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in SMA Solar with a short position of Allianz Technology. Check out your portfolio center. Please also check ongoing floating volatility patterns of SMA Solar and Allianz Technology.

Diversification Opportunities for SMA Solar and Allianz Technology

0.68
  Correlation Coefficient

Poor diversification

The 3 months correlation between SMA and Allianz is 0.68. Overlapping area represents the amount of risk that can be diversified away by holding SMA Solar Technology and Allianz Technology Trust in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Allianz Technology Trust and SMA Solar is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on SMA Solar Technology are associated (or correlated) with Allianz Technology. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Allianz Technology Trust has no effect on the direction of SMA Solar i.e., SMA Solar and Allianz Technology go up and down completely randomly.

Pair Corralation between SMA Solar and Allianz Technology

Assuming the 90 days trading horizon SMA Solar Technology is expected to generate 2.49 times more return on investment than Allianz Technology. However, SMA Solar is 2.49 times more volatile than Allianz Technology Trust. It trades about 0.28 of its potential returns per unit of risk. Allianz Technology Trust is currently generating about 0.13 per unit of risk. If you would invest  1,630  in SMA Solar Technology on September 3, 2025 and sell it today you would earn a total of  1,691  from holding SMA Solar Technology or generate 103.74% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

SMA Solar Technology  vs.  Allianz Technology Trust

 Performance 
       Timeline  
SMA Solar Technology 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SMA Solar Technology are ranked lower than 22 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady basic indicators, SMA Solar unveiled solid returns over the last few months and may actually be approaching a breakup point.
Allianz Technology Trust 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Allianz Technology Trust are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady technical and fundamental indicators, Allianz Technology exhibited solid returns over the last few months and may actually be approaching a breakup point.

SMA Solar and Allianz Technology Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with SMA Solar and Allianz Technology

The main advantage of trading using opposite SMA Solar and Allianz Technology positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if SMA Solar position performs unexpectedly, Allianz Technology can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Allianz Technology will offset losses from the drop in Allianz Technology's long position.
The idea behind SMA Solar Technology and Allianz Technology Trust pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
Check out your portfolio center.
Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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