Correlation Between ON Semiconductor and Onto Innovation

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

Diversification Opportunities for ON Semiconductor and Onto Innovation

0.82
  Correlation Coefficient

Very poor diversification

The 3 months correlation between ON Semiconductor and Onto is 0.82. Overlapping area represents the amount of risk that can be diversified away by holding ON Semiconductor and Onto Innovation in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Onto Innovation and ON Semiconductor 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 ON Semiconductor are associated (or correlated) with Onto Innovation. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Onto Innovation has no effect on the direction of ON Semiconductor i.e., ON Semiconductor and Onto Innovation go up and down completely randomly.

Pair Corralation between ON Semiconductor and Onto Innovation

Allowing for the 90-day total investment horizon ON Semiconductor is expected to generate 1.13 times less return on investment than Onto Innovation. But when comparing it to its historical volatility, ON Semiconductor is 1.07 times less risky than Onto Innovation. It trades about 0.07 of its potential returns per unit of risk. Onto Innovation is currently generating about 0.08 of returns per unit of risk over similar time horizon. If you would invest  14,530  in Onto Innovation on October 6, 2025 and sell it today you would earn a total of  2,057  from holding Onto Innovation or generate 14.16% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

ON Semiconductor  vs.  Onto Innovation

 Performance 
       Timeline  
ON Semiconductor 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in ON Semiconductor are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, ON Semiconductor displayed solid returns over the last few months and may actually be approaching a breakup point.
Onto Innovation 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Onto Innovation are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of very unsteady basic indicators, Onto Innovation displayed solid returns over the last few months and may actually be approaching a breakup point.

ON Semiconductor and Onto Innovation Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with ON Semiconductor and Onto Innovation

The main advantage of trading using opposite ON Semiconductor and Onto Innovation positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if ON Semiconductor position performs unexpectedly, Onto Innovation 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 Onto Innovation will offset losses from the drop in Onto Innovation's long position.
The idea behind ON Semiconductor and Onto Innovation 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.
Check out your portfolio center.
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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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