No, the two numbers are not unrelated, but they cannot be meaningfully compared the way he is doing it.
You definitely couldn't say "one is up x% and the other is up y%, therefore...". The chart itself shows that such conclusions will often be proven wrong.
Of course, this is not a strict mathematical relationship.
I’m just doing it as an indicative one. Money has multiple places to go, with stock markets being one the primary destinations.