Correlation Between Alta Equipment and Virgin Galactic

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

Diversification Opportunities for Alta Equipment and Virgin Galactic

-0.6
  Correlation Coefficient

Excellent diversification

The 3 months correlation between Alta and Virgin is -0.6. Overlapping area represents the amount of risk that can be diversified away by holding Alta Equipment Group and Virgin Galactic Holdings in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Virgin Galactic Holdings and Alta Equipment 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 Alta Equipment Group are associated (or correlated) with Virgin Galactic. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Virgin Galactic Holdings has no effect on the direction of Alta Equipment i.e., Alta Equipment and Virgin Galactic go up and down completely randomly.

Pair Corralation between Alta Equipment and Virgin Galactic

Given the investment horizon of 90 days Alta Equipment Group is expected to under-perform the Virgin Galactic. But the stock apears to be less risky and, when comparing its historical volatility, Alta Equipment Group is 1.23 times less risky than Virgin Galactic. The stock trades about -0.21 of its potential returns per unit of risk. The Virgin Galactic Holdings is currently generating about 0.09 of returns per unit of risk over similar time horizon. If you would invest  300.00  in Virgin Galactic Holdings on August 16, 2025 and sell it today you would earn a total of  67.00  from holding Virgin Galactic Holdings or generate 22.33% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Alta Equipment Group  vs.  Virgin Galactic Holdings

 Performance 
       Timeline  
Alta Equipment Group 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Alta Equipment Group has generated negative risk-adjusted returns adding no value to investors with long positions. Despite abnormal performance in the last few months, the Stock's basic 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.
Virgin Galactic Holdings 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Virgin Galactic Holdings are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of rather abnormal fundamental indicators, Virgin Galactic exhibited solid returns over the last few months and may actually be approaching a breakup point.

Alta Equipment and Virgin Galactic Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Alta Equipment and Virgin Galactic

The main advantage of trading using opposite Alta Equipment and Virgin Galactic positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Alta Equipment position performs unexpectedly, Virgin Galactic 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 Virgin Galactic will offset losses from the drop in Virgin Galactic's long position.
The idea behind Alta Equipment Group and Virgin Galactic Holdings 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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

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