Correlation Between KB Financial and ESSA Bancorp

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

Diversification Opportunities for KB Financial and ESSA Bancorp

0.14
  Correlation Coefficient

Average diversification

The 3 months correlation between KB Financial and ESSA is 0.14. Overlapping area represents the amount of risk that can be diversified away by holding KB Financial Group and ESSA Bancorp in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on ESSA Bancorp and KB Financial 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 KB Financial Group are associated (or correlated) with ESSA Bancorp. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of ESSA Bancorp has no effect on the direction of KB Financial i.e., KB Financial and ESSA Bancorp go up and down completely randomly.

Pair Corralation between KB Financial and ESSA Bancorp

Allowing for the 90-day total investment horizon KB Financial is expected to generate 254.9 times less return on investment than ESSA Bancorp. But when comparing it to its historical volatility, KB Financial Group is 83.04 times less risky than ESSA Bancorp. It trades about 0.07 of its potential returns per unit of risk. ESSA Bancorp is currently generating about 0.21 of returns per unit of risk over similar time horizon. If you would invest  63,485  in ESSA Bancorp on May 21, 2025 and sell it today you would earn a total of  515.00  from holding ESSA Bancorp or generate 0.81% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthInsignificant
Accuracy88.71%
ValuesDaily Returns

KB Financial Group  vs.  ESSA Bancorp

 Performance 
       Timeline  
KB Financial Group 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in KB Financial Group are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite somewhat fragile fundamental drivers, KB Financial may actually be approaching a critical reversion point that can send shares even higher in September 2025.
ESSA Bancorp 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Over the last 90 days ESSA Bancorp has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat fragile basic indicators, ESSA Bancorp sustained solid returns over the last few months and may actually be approaching a breakup point.

KB Financial and ESSA Bancorp Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with KB Financial and ESSA Bancorp

The main advantage of trading using opposite KB Financial and ESSA Bancorp positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if KB Financial position performs unexpectedly, ESSA Bancorp 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 ESSA Bancorp will offset losses from the drop in ESSA Bancorp's long position.
The idea behind KB Financial Group and ESSA Bancorp 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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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