Correlation Between Compagnie Financire and Kering SA

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

Diversification Opportunities for Compagnie Financire and Kering SA

0.71
  Correlation Coefficient

Poor diversification

The 3 months correlation between Compagnie and Kering is 0.71. Overlapping area represents the amount of risk that can be diversified away by holding Compagnie Financire Richemont and Kering SA in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Kering SA and Compagnie Financire 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 Compagnie Financire Richemont are associated (or correlated) with Kering SA. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Kering SA has no effect on the direction of Compagnie Financire i.e., Compagnie Financire and Kering SA go up and down completely randomly.

Pair Corralation between Compagnie Financire and Kering SA

Assuming the 90 days horizon Compagnie Financire is expected to generate 1.15 times less return on investment than Kering SA. But when comparing it to its historical volatility, Compagnie Financire Richemont is 1.28 times less risky than Kering SA. It trades about 0.15 of its potential returns per unit of risk. Kering SA is currently generating about 0.14 of returns per unit of risk over similar time horizon. If you would invest  28,250  in Kering SA on September 8, 2025 and sell it today you would earn a total of  6,784  from holding Kering SA or generate 24.01% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Compagnie Financire Richemont  vs.  Kering SA

 Performance 
       Timeline  
Compagnie Financire 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Compagnie Financire Richemont are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile technical indicators, Compagnie Financire reported solid returns over the last few months and may actually be approaching a breakup point.
Kering SA 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Kering SA are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Kering SA reported solid returns over the last few months and may actually be approaching a breakup point.

Compagnie Financire and Kering SA Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Compagnie Financire and Kering SA

The main advantage of trading using opposite Compagnie Financire and Kering SA positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Compagnie Financire position performs unexpectedly, Kering SA 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 Kering SA will offset losses from the drop in Kering SA's long position.
The idea behind Compagnie Financire Richemont and Kering SA 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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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