Correlation Between Direxion Monthly and Aqr Managed

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

Diversification Opportunities for Direxion Monthly and Aqr Managed

0.33
  Correlation Coefficient

Weak diversification

The 3 months correlation between Direxion and Aqr is 0.33. Overlapping area represents the amount of risk that can be diversified away by holding Direxion Monthly Small and Aqr Managed Futures in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Aqr Managed Futures and Direxion Monthly 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 Direxion Monthly Small are associated (or correlated) with Aqr Managed. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Aqr Managed Futures has no effect on the direction of Direxion Monthly i.e., Direxion Monthly and Aqr Managed go up and down completely randomly.

Pair Corralation between Direxion Monthly and Aqr Managed

Assuming the 90 days horizon Direxion Monthly Small is expected to generate 2.55 times more return on investment than Aqr Managed. However, Direxion Monthly is 2.55 times more volatile than Aqr Managed Futures. It trades about 0.08 of its potential returns per unit of risk. Aqr Managed Futures is currently generating about 0.15 per unit of risk. If you would invest  8,927  in Direxion Monthly Small on September 3, 2025 and sell it today you would earn a total of  942.00  from holding Direxion Monthly Small or generate 10.55% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Direxion Monthly Small  vs.  Aqr Managed Futures

 Performance 
       Timeline  
Direxion Monthly Small 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Direxion Monthly Small are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Direxion Monthly may actually be approaching a critical reversion point that can send shares even higher in January 2026.
Aqr Managed Futures 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Aqr Managed Futures are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Aqr Managed may actually be approaching a critical reversion point that can send shares even higher in January 2026.

Direxion Monthly and Aqr Managed Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Direxion Monthly and Aqr Managed

The main advantage of trading using opposite Direxion Monthly and Aqr Managed positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Direxion Monthly position performs unexpectedly, Aqr Managed 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 Aqr Managed will offset losses from the drop in Aqr Managed's long position.
The idea behind Direxion Monthly Small and Aqr Managed Futures 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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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