Correlation Between Formidable Fortress and Alpha Architect

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

Diversification Opportunities for Formidable Fortress and Alpha Architect

-0.04
  Correlation Coefficient

Good diversification

The 3 months correlation between Formidable and Alpha is -0.04. Overlapping area represents the amount of risk that can be diversified away by holding Formidable Fortress ETF and Alpha Architect Global in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Alpha Architect Global and Formidable Fortress 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 Formidable Fortress ETF are associated (or correlated) with Alpha Architect. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Alpha Architect Global has no effect on the direction of Formidable Fortress i.e., Formidable Fortress and Alpha Architect go up and down completely randomly.

Pair Corralation between Formidable Fortress and Alpha Architect

Given the investment horizon of 90 days Formidable Fortress ETF is expected to under-perform the Alpha Architect. But the etf apears to be less risky and, when comparing its historical volatility, Formidable Fortress ETF is 1.25 times less risky than Alpha Architect. The etf trades about -0.05 of its potential returns per unit of risk. The Alpha Architect Global is currently generating about 0.04 of returns per unit of risk over similar time horizon. If you would invest  2,788  in Alpha Architect Global on August 26, 2025 and sell it today you would earn a total of  51.00  from holding Alpha Architect Global or generate 1.83% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Formidable Fortress ETF  vs.  Alpha Architect Global

 Performance 
       Timeline  
Formidable Fortress ETF 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Formidable Fortress ETF has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, Formidable Fortress is not utilizing all of its potentials. The recent stock price disturbance, may contribute to mid-run losses for the stockholders.
Alpha Architect Global 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Alpha Architect Global are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Alpha Architect is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.

Formidable Fortress and Alpha Architect Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Formidable Fortress and Alpha Architect

The main advantage of trading using opposite Formidable Fortress and Alpha Architect positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Formidable Fortress position performs unexpectedly, Alpha Architect 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 Alpha Architect will offset losses from the drop in Alpha Architect's long position.
The idea behind Formidable Fortress ETF and Alpha Architect Global 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 Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.

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