Correlation Between MicroSectors Solactive and SPDR Kensho

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

Diversification Opportunities for MicroSectors Solactive and SPDR Kensho

0.92
  Correlation Coefficient

Almost no diversification

The 3 months correlation between MicroSectors and SPDR is 0.92. Overlapping area represents the amount of risk that can be diversified away by holding MicroSectors Solactive FANG and SPDR Kensho Intelligent in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on SPDR Kensho Intelligent and MicroSectors Solactive 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 MicroSectors Solactive FANG are associated (or correlated) with SPDR Kensho. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of SPDR Kensho Intelligent has no effect on the direction of MicroSectors Solactive i.e., MicroSectors Solactive and SPDR Kensho go up and down completely randomly.

Pair Corralation between MicroSectors Solactive and SPDR Kensho

Given the investment horizon of 90 days MicroSectors Solactive FANG is expected to generate 2.52 times more return on investment than SPDR Kensho. However, MicroSectors Solactive is 2.52 times more volatile than SPDR Kensho Intelligent. It trades about 0.18 of its potential returns per unit of risk. SPDR Kensho Intelligent is currently generating about 0.21 per unit of risk. If you would invest  19,001  in MicroSectors Solactive FANG on July 26, 2025 and sell it today you would earn a total of  8,980  from holding MicroSectors Solactive FANG or generate 47.26% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

MicroSectors Solactive FANG  vs.  SPDR Kensho Intelligent

 Performance 
       Timeline  
MicroSectors Solactive 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in MicroSectors Solactive FANG are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak essential indicators, MicroSectors Solactive showed solid returns over the last few months and may actually be approaching a breakup point.
SPDR Kensho Intelligent 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SPDR Kensho Intelligent are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. Despite fairly unsteady forward indicators, SPDR Kensho demonstrated solid returns over the last few months and may actually be approaching a breakup point.

MicroSectors Solactive and SPDR Kensho Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with MicroSectors Solactive and SPDR Kensho

The main advantage of trading using opposite MicroSectors Solactive and SPDR Kensho positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if MicroSectors Solactive position performs unexpectedly, SPDR Kensho 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 SPDR Kensho will offset losses from the drop in SPDR Kensho's long position.
The idea behind MicroSectors Solactive FANG and SPDR Kensho Intelligent 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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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