Analyst Recommendation and Stock Performance: Performance Mai 2013 (Pt. 09)

Mai 2013 was interestingly a strong month for both the best-basket (+5,2%) and the DAX (+5,5%) index.
I say interestingly because the best-basket mainly constitutes of US companies.
Indeed when running a correlation of the mtm changes correlation seems to be the least btw. best-basket and DJ.
This is the correlation matrix:

Korrelation	Best 12	Worst 12
DAX	0,25	0,41
DJ	0,38	0,65

Drivers in the best basket was Valeo SA, Gran Tierra and Check Point Software.

This is the monthly track record: In absolute terms since incarnation the DAX index clearly outperformed all other indexes. Best-Basket recovered a bit but is still way off all other indexes. The development since incarnation: