Correlation Between HBM Healthcare and Berner Kantonalbank

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

Diversification Opportunities for HBM Healthcare and Berner Kantonalbank

0.8
  Correlation Coefficient

Very poor diversification

The 3 months correlation between HBM and Berner is 0.8. Overlapping area represents the amount of risk that can be diversified away by holding HBM Healthcare Investments and Berner Kantonalbank AG in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Berner Kantonalbank and HBM Healthcare 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 HBM Healthcare Investments are associated (or correlated) with Berner Kantonalbank. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Berner Kantonalbank has no effect on the direction of HBM Healthcare i.e., HBM Healthcare and Berner Kantonalbank go up and down completely randomly.

Pair Corralation between HBM Healthcare and Berner Kantonalbank

Assuming the 90 days trading horizon HBM Healthcare Investments is expected to generate 1.79 times more return on investment than Berner Kantonalbank. However, HBM Healthcare is 1.79 times more volatile than Berner Kantonalbank AG. It trades about 0.23 of its potential returns per unit of risk. Berner Kantonalbank AG is currently generating about 0.16 per unit of risk. If you would invest  17,500  in HBM Healthcare Investments on September 3, 2025 and sell it today you would earn a total of  3,300  from holding HBM Healthcare Investments or generate 18.86% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

HBM Healthcare Investments  vs.  Berner Kantonalbank AG

 Performance 
       Timeline  
HBM Healthcare Inves 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in HBM Healthcare Investments are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, HBM Healthcare showed solid returns over the last few months and may actually be approaching a breakup point.
Berner Kantonalbank 

Risk-Adjusted Performance

Good

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

HBM Healthcare and Berner Kantonalbank Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with HBM Healthcare and Berner Kantonalbank

The main advantage of trading using opposite HBM Healthcare and Berner Kantonalbank positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if HBM Healthcare position performs unexpectedly, Berner Kantonalbank 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 Berner Kantonalbank will offset losses from the drop in Berner Kantonalbank's long position.
The idea behind HBM Healthcare Investments and Berner Kantonalbank 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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

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