Correlation Between GAM Holding and SoftwareONE Holding

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

Diversification Opportunities for GAM Holding and SoftwareONE Holding

-0.36
  Correlation Coefficient

Very good diversification

The 3 months correlation between GAM and SoftwareONE is -0.36. Overlapping area represents the amount of risk that can be diversified away by holding GAM Holding AG and SoftwareONE Holding AG in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on SoftwareONE Holding and GAM Holding 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 GAM Holding AG are associated (or correlated) with SoftwareONE Holding. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of SoftwareONE Holding has no effect on the direction of GAM Holding i.e., GAM Holding and SoftwareONE Holding go up and down completely randomly.

Pair Corralation between GAM Holding and SoftwareONE Holding

Assuming the 90 days trading horizon GAM Holding AG is expected to under-perform the SoftwareONE Holding. In addition to that, GAM Holding is 3.4 times more volatile than SoftwareONE Holding AG. It trades about -0.03 of its total potential returns per unit of risk. SoftwareONE Holding AG is currently generating about 0.01 per unit of volatility. If you would invest  900.00  in SoftwareONE Holding AG on September 30, 2025 and sell it today you would earn a total of  0.00  from holding SoftwareONE Holding AG or generate 0.0% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

GAM Holding AG  vs.  SoftwareONE Holding AG

 Performance 
       Timeline  
GAM Holding AG 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in GAM Holding AG are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal primary indicators, GAM Holding showed solid returns over the last few months and may actually be approaching a breakup point.
SoftwareONE Holding 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SoftwareONE Holding AG are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, SoftwareONE Holding may actually be approaching a critical reversion point that can send shares even higher in January 2026.

GAM Holding and SoftwareONE Holding Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with GAM Holding and SoftwareONE Holding

The main advantage of trading using opposite GAM Holding and SoftwareONE Holding positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if GAM Holding position performs unexpectedly, SoftwareONE Holding 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 SoftwareONE Holding will offset losses from the drop in SoftwareONE Holding's long position.
The idea behind GAM Holding AG and SoftwareONE Holding AG 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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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