Correlation Between ADF and Balyo SA

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Can any of the company-specific risk be diversified away by investing in both ADF and Balyo SA 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 ADF and Balyo SA into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between ADF Group and Balyo SA, you can compare the effects of market volatilities on ADF and Balyo SA 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 ADF with a short position of Balyo SA. Check out your portfolio center. Please also check ongoing floating volatility patterns of ADF and Balyo SA.

Diversification Opportunities for ADF and Balyo SA

-0.75
  Correlation Coefficient

Pay attention - limited upside

The 3 months correlation between ADF and Balyo is -0.75. Overlapping area represents the amount of risk that can be diversified away by holding ADF Group and Balyo SA in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Balyo SA and ADF 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 ADF Group are associated (or correlated) with Balyo SA. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Balyo SA has no effect on the direction of ADF i.e., ADF and Balyo SA go up and down completely randomly.

Pair Corralation between ADF and Balyo SA

Assuming the 90 days horizon ADF Group is expected to under-perform the Balyo SA. In addition to that, ADF is 3.03 times more volatile than Balyo SA. It trades about -0.12 of its total potential returns per unit of risk. Balyo SA is currently generating about 0.13 per unit of volatility. If you would invest  37.00  in Balyo SA on August 28, 2025 and sell it today you would earn a total of  3.00  from holding Balyo SA or generate 8.11% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthWeak
Accuracy98.44%
ValuesDaily Returns

ADF Group  vs.  Balyo SA

 Performance 
       Timeline  
ADF Group 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days ADF Group has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unsteady performance in the last few months, the Stock's forward-looking indicators remain nearly stable which may send shares a bit higher in December 2025. The current disturbance may also be a sign of long-run up-swing for the company stockholders.
Balyo SA 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Balyo SA are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile essential indicators, Balyo SA may actually be approaching a critical reversion point that can send shares even higher in December 2025.

ADF and Balyo SA Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with ADF and Balyo SA

The main advantage of trading using opposite ADF and Balyo SA positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if ADF position performs unexpectedly, Balyo SA 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 Balyo SA will offset losses from the drop in Balyo SA's long position.
The idea behind ADF Group and Balyo SA 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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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