Correlation Between Rocket Companies and WisdomTree Multifactor

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

Diversification Opportunities for Rocket Companies and WisdomTree Multifactor

0.65
  Correlation Coefficient

Poor diversification

The 3 months correlation between Rocket and WisdomTree is 0.65. Overlapping area represents the amount of risk that can be diversified away by holding Rocket Companies and WisdomTree Multifactor in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Multifactor 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 WisdomTree Multifactor. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Multifactor has no effect on the direction of Rocket Companies i.e., Rocket Companies and WisdomTree Multifactor go up and down completely randomly.

Pair Corralation between Rocket Companies and WisdomTree Multifactor

Considering the 90-day investment horizon Rocket Companies is expected to under-perform the WisdomTree Multifactor. In addition to that, Rocket Companies is 5.45 times more volatile than WisdomTree Multifactor. It trades about -0.04 of its total potential returns per unit of risk. WisdomTree Multifactor is currently generating about -0.02 per unit of volatility. If you would invest  5,150  in WisdomTree Multifactor on November 27, 2025 and sell it today you would lose (50.00) from holding WisdomTree Multifactor or give up 0.97% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Rocket Companies  vs.  WisdomTree Multifactor

 Performance 
       Timeline  
Rocket Companies 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Rocket Companies has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's forward-looking signals remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the firm private investors.
WisdomTree Multifactor 

Risk-Adjusted Performance

Weakest

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

Rocket Companies and WisdomTree Multifactor Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Rocket Companies and WisdomTree Multifactor

The main advantage of trading using opposite Rocket Companies and WisdomTree Multifactor positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Rocket Companies position performs unexpectedly, WisdomTree Multifactor 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 WisdomTree Multifactor will offset losses from the drop in WisdomTree Multifactor's long position.
The idea behind Rocket Companies and WisdomTree Multifactor 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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