Correlation Between Axa SA and National Australia

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

Diversification Opportunities for Axa SA and National Australia

0.62
  Correlation Coefficient

Poor diversification

The 3 months correlation between Axa and National is 0.62. Overlapping area represents the amount of risk that can be diversified away by holding Axa SA ADR and National Australia Bank in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on National Australia Bank and Axa SA 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 Axa SA ADR are associated (or correlated) with National Australia. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of National Australia Bank has no effect on the direction of Axa SA i.e., Axa SA and National Australia go up and down completely randomly.

Pair Corralation between Axa SA and National Australia

Assuming the 90 days horizon Axa SA ADR is expected to under-perform the National Australia. But the otc stock apears to be less risky and, when comparing its historical volatility, Axa SA ADR is 1.19 times less risky than National Australia. The otc stock trades about -0.05 of its potential returns per unit of risk. The National Australia Bank is currently generating about -0.04 of returns per unit of risk over similar time horizon. If you would invest  1,383  in National Australia Bank on September 6, 2025 and sell it today you would lose (46.00) from holding National Australia Bank or give up 3.33% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Axa SA ADR  vs.  National Australia Bank

 Performance 
       Timeline  
Axa SA ADR 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Axa SA ADR has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong technical indicators, Axa SA is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
National Australia Bank 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days National Australia Bank has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, National Australia is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.

Axa SA and National Australia Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Axa SA and National Australia

The main advantage of trading using opposite Axa SA and National Australia positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Axa SA position performs unexpectedly, National Australia 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 National Australia will offset losses from the drop in National Australia's long position.
The idea behind Axa SA ADR and National Australia Bank 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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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