Correlation Between Amtech Systems and Caterpillar

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

Diversification Opportunities for Amtech Systems and Caterpillar

0.64
  Correlation Coefficient

Poor diversification

The 3 months correlation between Amtech and Caterpillar is 0.64. Overlapping area represents the amount of risk that can be diversified away by holding Amtech Systems and Caterpillar in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Caterpillar and Amtech Systems 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 Amtech Systems are associated (or correlated) with Caterpillar. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Caterpillar has no effect on the direction of Amtech Systems i.e., Amtech Systems and Caterpillar go up and down completely randomly.

Pair Corralation between Amtech Systems and Caterpillar

Given the investment horizon of 90 days Amtech Systems is expected to generate 4.04 times more return on investment than Caterpillar. However, Amtech Systems is 4.04 times more volatile than Caterpillar. It trades about 0.15 of its potential returns per unit of risk. Caterpillar is currently generating about 0.19 per unit of risk. If you would invest  474.00  in Amtech Systems on July 26, 2025 and sell it today you would earn a total of  307.00  from holding Amtech Systems or generate 64.77% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy98.44%
ValuesDaily Returns

Amtech Systems  vs.  Caterpillar

 Performance 
       Timeline  
Amtech Systems 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Amtech Systems are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, Amtech Systems unveiled solid returns over the last few months and may actually be approaching a breakup point.
Caterpillar 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Caterpillar are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady basic indicators, Caterpillar unveiled solid returns over the last few months and may actually be approaching a breakup point.

Amtech Systems and Caterpillar Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Amtech Systems and Caterpillar

The main advantage of trading using opposite Amtech Systems and Caterpillar positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Amtech Systems position performs unexpectedly, Caterpillar 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 Caterpillar will offset losses from the drop in Caterpillar's long position.
The idea behind Amtech Systems and Caterpillar 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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