Correlation Between First State and Inception Growth

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

Diversification Opportunities for First State and Inception Growth

-0.46
  Correlation Coefficient

Very good diversification

The 3 months correlation between First and Inception is -0.46. Overlapping area represents the amount of risk that can be diversified away by holding First State Financial and Inception Growth Acquisition in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Inception Growth Acq and First State 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 First State Financial are associated (or correlated) with Inception Growth. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Inception Growth Acq has no effect on the direction of First State i.e., First State and Inception Growth go up and down completely randomly.

Pair Corralation between First State and Inception Growth

Given the investment horizon of 90 days First State is expected to generate 1.5 times less return on investment than Inception Growth. But when comparing it to its historical volatility, First State Financial is 1.5 times less risky than Inception Growth. It trades about 0.11 of its potential returns per unit of risk. Inception Growth Acquisition is currently generating about 0.11 of returns per unit of risk over similar time horizon. If you would invest  900.00  in Inception Growth Acquisition on November 5, 2025 and sell it today you would earn a total of  150.00  from holding Inception Growth Acquisition or generate 16.67% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy98.36%
ValuesDaily Returns

First State Financial  vs.  Inception Growth Acquisition

 Performance 
       Timeline  
First State Financial 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First State Financial are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite nearly unsteady basic indicators, First State reported solid returns over the last few months and may actually be approaching a breakup point.
Inception Growth Acq 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Inception Growth Acquisition are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite somewhat fragile basic indicators, Inception Growth sustained solid returns over the last few months and may actually be approaching a breakup point.

First State and Inception Growth Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with First State and Inception Growth

The main advantage of trading using opposite First State and Inception Growth positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if First State position performs unexpectedly, Inception Growth 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 Inception Growth will offset losses from the drop in Inception Growth's long position.
The idea behind First State Financial and Inception Growth Acquisition 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 Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.

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