Idiosyncratic Risk, Long-Term Reversal, and Momentum

B-Tier
Journal: Journal of Financial and Quantitative Analysis
Year: 2010
Volume: 45
Issue: 4
Pages: 883-906

Score contribution per author:

2.011 = (α=2.01 / 1 authors) × 1.0x B-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

This paper tests whether the persistence of the momentum and reversal effects is the result of idiosyncratic risk limiting arbitrage. Idiosyncratic risk deters arbitrage, regardless of the arbitrageur’s diversification. Reversal is prevalent only in high idiosyncratic risk stocks, suggesting that idiosyncratic risk limits arbitrage in reversal mispricing. This finding is robust to controls for transaction costs, informed trading, and systematic relations between idiosyncratic risk and subsequent returns. Momentum is not related to idiosyncratic risk. Momentum generates a smaller aggregate return than reversal, so the findings along with those in related studies suggest that transaction costs are sufficient to prevent arbitrageurs from eliminating momentum mispricing.

Technical Details

RePEc Handle
repec:cup:jfinqa:v:45:y:2010:i:04:p:883-906_00
Journal Field
Finance
Author Count
1
Added to Database
2026-01-26