Correlation Between Aqr Diversified and Barings Active

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

Diversification Opportunities for Aqr Diversified and Barings Active

0.76
  Correlation Coefficient

Poor diversification

The 3 months correlation between Aqr and Barings is 0.76. Overlapping area represents the amount of risk that can be diversified away by holding Aqr Diversified Arbitrage and Barings Active Short in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Barings Active Short and Aqr Diversified 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 Aqr Diversified Arbitrage are associated (or correlated) with Barings Active. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Barings Active Short has no effect on the direction of Aqr Diversified i.e., Aqr Diversified and Barings Active go up and down completely randomly.

Pair Corralation between Aqr Diversified and Barings Active

Assuming the 90 days horizon Aqr Diversified Arbitrage is expected to generate 0.77 times more return on investment than Barings Active. However, Aqr Diversified Arbitrage is 1.29 times less risky than Barings Active. It trades about 0.35 of its potential returns per unit of risk. Barings Active Short is currently generating about 0.07 per unit of risk. If you would invest  1,281  in Aqr Diversified Arbitrage on September 9, 2025 and sell it today you would earn a total of  23.00  from holding Aqr Diversified Arbitrage or generate 1.8% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Aqr Diversified Arbitrage  vs.  Barings Active Short

 Performance 
       Timeline  
Aqr Diversified Arbitrage 

Risk-Adjusted Performance

Strong

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Aqr Diversified Arbitrage are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Aqr Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Barings Active Short 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Barings Active Short are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Barings Active is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Aqr Diversified and Barings Active Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Aqr Diversified and Barings Active

The main advantage of trading using opposite Aqr Diversified and Barings Active positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Aqr Diversified position performs unexpectedly, Barings Active 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 Barings Active will offset losses from the drop in Barings Active's long position.
The idea behind Aqr Diversified Arbitrage and Barings Active Short 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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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