Long-term negative fund alpha: Is it caused by bad skill or bad luck?

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Abstract

This paper examines the sources of long-term negative fund alpha. We compare the actual loser funds with a control group of bootstrapped loser funds. We find that the returns of the two fund groups are co-integrated, and that they are similar in market risk exposure, alpha consistency, portfolio holdings, and GARCH volatility. The test results show that long-term negative fund alpha occurs due to bad luck rather than to bad skill.

Original languageEnglish (US)
Pages (from-to)1-16
Number of pages16
JournalFinancial Markets and Portfolio Management
Volume32
Issue number1
DOIs
StatePublished - Feb 1 2018

All Science Journal Classification (ASJC) codes

  • Accounting
  • Finance

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