Correlation Between Rocket Companies and ORIX JREIT

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

Diversification Opportunities for Rocket Companies and ORIX JREIT

-0.21
  Correlation Coefficient

Very good diversification

The 3 months correlation between Rocket and ORIX is -0.21. Overlapping area represents the amount of risk that can be diversified away by holding Rocket Companies and ORIX JREIT INC in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on ORIX JREIT INC and Rocket Companies 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 Rocket Companies are associated (or correlated) with ORIX JREIT. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of ORIX JREIT INC has no effect on the direction of Rocket Companies i.e., Rocket Companies and ORIX JREIT go up and down completely randomly.

Pair Corralation between Rocket Companies and ORIX JREIT

Considering the 90-day investment horizon Rocket Companies is expected to generate 1.77 times more return on investment than ORIX JREIT. However, Rocket Companies is 1.77 times more volatile than ORIX JREIT INC. It trades about 0.04 of its potential returns per unit of risk. ORIX JREIT INC is currently generating about -0.04 per unit of risk. If you would invest  1,785  in Rocket Companies on November 11, 2025 and sell it today you would earn a total of  103.00  from holding Rocket Companies or generate 5.77% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy98.36%
ValuesDaily Returns

Rocket Companies  vs.  ORIX JREIT INC

 Performance 
       Timeline  
Rocket Companies 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Rocket Companies are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak forward-looking signals, Rocket Companies may actually be approaching a critical reversion point that can send shares even higher in March 2026.
ORIX JREIT INC 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days ORIX JREIT INC has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, ORIX JREIT is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.

Rocket Companies and ORIX JREIT Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Rocket Companies and ORIX JREIT

The main advantage of trading using opposite Rocket Companies and ORIX JREIT positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Rocket Companies position performs unexpectedly, ORIX JREIT 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 ORIX JREIT will offset losses from the drop in ORIX JREIT's long position.
The idea behind Rocket Companies and ORIX JREIT INC 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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

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