Correlation Between Berner Kantonalbank and Valiant Holding

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

Diversification Opportunities for Berner Kantonalbank and Valiant Holding

0.74
  Correlation Coefficient

Poor diversification

The 3 months correlation between Berner and Valiant is 0.74. Overlapping area represents the amount of risk that can be diversified away by holding Berner Kantonalbank AG and Valiant Holding AG in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Valiant Holding AG and Berner Kantonalbank 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 Berner Kantonalbank AG are associated (or correlated) with Valiant Holding. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Valiant Holding AG has no effect on the direction of Berner Kantonalbank i.e., Berner Kantonalbank and Valiant Holding go up and down completely randomly.

Pair Corralation between Berner Kantonalbank and Valiant Holding

Assuming the 90 days trading horizon Berner Kantonalbank is expected to generate 1.14 times less return on investment than Valiant Holding. But when comparing it to its historical volatility, Berner Kantonalbank AG is 1.56 times less risky than Valiant Holding. It trades about 0.14 of its potential returns per unit of risk. Valiant Holding AG is currently generating about 0.1 of returns per unit of risk over similar time horizon. If you would invest  13,120  in Valiant Holding AG on August 16, 2025 and sell it today you would earn a total of  820.00  from holding Valiant Holding AG or generate 6.25% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Berner Kantonalbank AG  vs.  Valiant Holding AG

 Performance 
       Timeline  
Berner Kantonalbank 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Berner Kantonalbank AG are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Berner Kantonalbank is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
Valiant Holding AG 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Valiant Holding AG are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Valiant Holding is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors.

Berner Kantonalbank and Valiant Holding Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Berner Kantonalbank and Valiant Holding

The main advantage of trading using opposite Berner Kantonalbank and Valiant Holding positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Berner Kantonalbank position performs unexpectedly, Valiant Holding 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 Valiant Holding will offset losses from the drop in Valiant Holding's long position.
The idea behind Berner Kantonalbank AG and Valiant Holding AG 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.
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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 Global Correlations module to find global opportunities by holding instruments from different markets.

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