Correlation Between Bridgewater Bancshares and Amalgamated Bank

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

Diversification Opportunities for Bridgewater Bancshares and Amalgamated Bank

-0.48
  Correlation Coefficient

Very good diversification

The 3 months correlation between Bridgewater and Amalgamated is -0.48. Overlapping area represents the amount of risk that can be diversified away by holding Bridgewater Bancshares and Amalgamated Bank in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Amalgamated Bank and Bridgewater Bancshares 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 Bridgewater Bancshares are associated (or correlated) with Amalgamated Bank. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Amalgamated Bank has no effect on the direction of Bridgewater Bancshares i.e., Bridgewater Bancshares and Amalgamated Bank go up and down completely randomly.

Pair Corralation between Bridgewater Bancshares and Amalgamated Bank

Considering the 90-day investment horizon Bridgewater Bancshares is expected to generate 1.1 times more return on investment than Amalgamated Bank. However, Bridgewater Bancshares is 1.1 times more volatile than Amalgamated Bank. It trades about 0.05 of its potential returns per unit of risk. Amalgamated Bank is currently generating about -0.01 per unit of risk. If you would invest  1,579  in Bridgewater Bancshares on August 17, 2025 and sell it today you would earn a total of  97.00  from holding Bridgewater Bancshares or generate 6.14% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Bridgewater Bancshares  vs.  Amalgamated Bank

 Performance 
       Timeline  
Bridgewater Bancshares 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Bridgewater Bancshares are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat conflicting basic indicators, Bridgewater Bancshares may actually be approaching a critical reversion point that can send shares even higher in December 2025.
Amalgamated Bank 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Amalgamated Bank has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent basic indicators, Amalgamated Bank is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors.

Bridgewater Bancshares and Amalgamated Bank Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Bridgewater Bancshares and Amalgamated Bank

The main advantage of trading using opposite Bridgewater Bancshares and Amalgamated Bank positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Bridgewater Bancshares position performs unexpectedly, Amalgamated Bank 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 Amalgamated Bank will offset losses from the drop in Amalgamated Bank's long position.
The idea behind Bridgewater Bancshares and Amalgamated 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.
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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 Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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