Risk adjustment and momentum sources

B-Tier
Journal: Journal of Banking & Finance
Year: 2011
Volume: 35
Issue: 6
Pages: 1427-1435

Authors (2)

Score contribution per author:

1.005 = (α=2.01 / 2 authors) × 1.0x B-tier

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

Abstract

We show that the conventional procedure of risk adjustment by running full-sample time-series Fama-French three-factor regressions is not appropriate for momentum portfolios because the procedure fails to allow for the systematic dynamics of momentum portfolio factor loadings. We propose a simple procedure to adjust risks associated with the Fama-French three factors for momentum portfolios. Using our proposed method, the Fama-French three factors can explain approximately 40% of momentum profits generated by individual stocks and nearly all of momentum returns from style portfolios.

Technical Details

RePEc Handle
repec:eee:jbfina:v:35:y:2011:i:6:p:1427-1435
Journal Field
Finance
Author Count
2
Added to Database
2026-01-29