Correlation Between Federated Investors and P10

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Can any of the company-specific risk be diversified away by investing in both Federated Investors and P10 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 Federated Investors and P10 into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Federated Investors B and P10 Inc, you can compare the effects of market volatilities on Federated Investors and P10 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 Federated Investors with a short position of P10. Check out your portfolio center. Please also check ongoing floating volatility patterns of Federated Investors and P10.

Diversification Opportunities for Federated Investors and P10

0.76
  Correlation Coefficient

Poor diversification

The 3 months correlation between Federated and P10 is 0.76. Overlapping area represents the amount of risk that can be diversified away by holding Federated Investors B and P10 Inc in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on P10 Inc and Federated Investors 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 Federated Investors B are associated (or correlated) with P10. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of P10 Inc has no effect on the direction of Federated Investors i.e., Federated Investors and P10 go up and down completely randomly.

Pair Corralation between Federated Investors and P10

Considering the 90-day investment horizon Federated Investors B is expected to generate 0.68 times more return on investment than P10. However, Federated Investors B is 1.47 times less risky than P10. It trades about -0.09 of its potential returns per unit of risk. P10 Inc is currently generating about -0.18 per unit of risk. If you would invest  5,336  in Federated Investors B on August 15, 2025 and sell it today you would lose (416.00) from holding Federated Investors B or give up 7.8% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Federated Investors B  vs.  P10 Inc

 Performance 
       Timeline  
Federated Investors 

Risk-Adjusted Performance

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Weak
 
Strong
Over the last 90 days Federated Investors B has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest unsteady performance, the Stock's technical indicators remain strong and the recent confusion on Wall Street may also be a sign of long-lasting gains for the firm traders.
P10 Inc 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days P10 Inc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in December 2025. The current disturbance may also be a sign of long term up-swing for the company investors.

Federated Investors and P10 Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Federated Investors and P10

The main advantage of trading using opposite Federated Investors and P10 positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Federated Investors position performs unexpectedly, P10 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 P10 will offset losses from the drop in P10's long position.
The idea behind Federated Investors B and P10 Inc 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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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