Correlation Between KraneShares Trust and Spinnaker ETF

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

Diversification Opportunities for KraneShares Trust and Spinnaker ETF

0.56
  Correlation Coefficient

Very weak diversification

The 3 months correlation between KraneShares and Spinnaker is 0.56. Overlapping area represents the amount of risk that can be diversified away by holding KraneShares Trust and Spinnaker ETF Series in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Spinnaker ETF Series and KraneShares Trust 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 KraneShares Trust are associated (or correlated) with Spinnaker ETF. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Spinnaker ETF Series has no effect on the direction of KraneShares Trust i.e., KraneShares Trust and Spinnaker ETF go up and down completely randomly.

Pair Corralation between KraneShares Trust and Spinnaker ETF

Given the investment horizon of 90 days KraneShares Trust is expected to under-perform the Spinnaker ETF. But the etf apears to be less risky and, when comparing its historical volatility, KraneShares Trust is 1.3 times less risky than Spinnaker ETF. The etf trades about -0.12 of its potential returns per unit of risk. The Spinnaker ETF Series is currently generating about 0.04 of returns per unit of risk over similar time horizon. If you would invest  1,122  in Spinnaker ETF Series on August 18, 2025 and sell it today you would earn a total of  4.00  from holding Spinnaker ETF Series or generate 0.36% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

KraneShares Trust  vs.  Spinnaker ETF Series

 Performance 
       Timeline  
KraneShares Trust 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in KraneShares Trust are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, KraneShares Trust is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.
Spinnaker ETF Series 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Spinnaker ETF Series are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, Spinnaker ETF is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.

KraneShares Trust and Spinnaker ETF Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with KraneShares Trust and Spinnaker ETF

The main advantage of trading using opposite KraneShares Trust and Spinnaker ETF positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if KraneShares Trust position performs unexpectedly, Spinnaker ETF 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 Spinnaker ETF will offset losses from the drop in Spinnaker ETF's long position.
The idea behind KraneShares Trust and Spinnaker ETF Series 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 Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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