IP Group Correlations

IPZYF Stock  USD 0.79  0.00  0.00%   
The current 90-days correlation between IP Group Plc and GAM Holding AG is -0.02 (i.e., Good diversification). The correlation of IP Group is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

IP Group Correlation With Market

Average diversification

The correlation between IP Group Plc and DJI is 0.13 (i.e., Average diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding IP Group Plc and DJI in the same portfolio, assuming nothing else is changed.
  
The ability to find closely correlated positions to IP Group could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IP Group when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IP Group - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling IP Group Plc to buy it.

Moving together with IPZYF Pink Sheet

  0.77APO Apollo Global ManagementPairCorr
  0.84BK Bank of New YorkPairCorr
  0.64IVSBF Investor AB serPairCorr
  0.61IVSXF Investor ABPairCorr
  0.71ARES Ares Management LPPairCorr
  0.93PPERF Bank Mandiri PerseroPairCorr
  0.76PPERY Bank Mandiri PerseroPairCorr
  0.61TLKMF Telkom Indonesia TbkPairCorr
  0.67TLK Telkom Indonesia TbkPairCorr
  0.64PTAIY Astra International TbkPairCorr
  0.68GSVRF Guanajuato SilverPairCorr
  0.77IDN Intellicheck MobilisaPairCorr
  0.81CX Cemex SAB de Aggressive PushPairCorr
  0.7NOEM CO2 Energy TransitionPairCorr
  0.81GM General MotorsPairCorr
  0.8SHIP Seanergy MaritimePairCorr
  0.82KODK Eastman KodakPairCorr
  0.73ULTA Ulta BeautyPairCorr
  0.85CM Canadian Imperial BankPairCorr
  0.87DDS Dillards,PairCorr
  0.67AKAM Akamai TechnologiesPairCorr

Moving against IPZYF Pink Sheet

  0.56PTAIF PT Astra InternationalPairCorr
  0.43BLK BlackRockPairCorr
  0.31BAM Brookfield Asset ManPairCorr
  0.4512532HAF1 GIBACN 23 14PairCorr
  0.43CYPS Cyclo3pssPairCorr

Related Correlations Analysis


Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

AGFMFFNNCF
GAMIGMHLF
FRRPFHKHC
FRRPFGGPXF
WEDXFHKHC
FNNCFGMHLF
  

High negative correlations

GAMIHKHC
HKHCGMHLF
FRRPFGAMI
WEDXFGMHLF
WEDXFGAMI
FNNCFHKHC

Risk-Adjusted Indicators

There is a big difference between IPZYF Pink Sheet performing well and IP Group Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze IP Group's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
GMHLF  4.31  2.28  0.00 (1.56) 0.00 
 0.00 
 144.44 
HKHC  1.75 (0.75) 0.00 (3.31) 0.00 
 2.72 
 13.41 
GAMI  0.82  0.11  0.04  0.75  1.05 
 2.07 
 6.54 
GGPXF  3.82  1.24  0.00  6.17  0.00 
 0.00 
 43.59 
WEDXF  1.65 (0.19) 0.00 (0.08) 0.00 
 4.51 
 17.60 
CAGPF  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
FNNCF  1.01  0.17  0.05  0.28  1.38 
 4.10 
 19.20 
FRRPF  1.22 (0.16) 0.00 (1.99) 0.00 
 1.89 
 10.12 
AGFMF  0.90  0.18  0.08  0.38  0.98 
 2.19 
 5.84 
CVTGF  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 

Be your own money manager

Our tools can tell you how much better you can do entering a position in IP Group without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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IP Group Corporate Management

ACA ACACEO DirectorProfile
Liz VaughanAdamsDirector CommunicationsProfile
FCA FCAConsultantProfile
Mark ReillyManaging ObserverProfile
Angela LeachCompany SecretaryProfile