Cross-sectional alpha dispersion and performance evaluation

A-Tier
Journal: Journal of Financial Economics
Year: 2019
Volume: 134
Issue: 2
Pages: 273-296

Authors (2)

Score contribution per author:

2.011 = (α=2.01 / 2 authors) × 2.0x A-tier

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

Abstract

Our paper explores the link between cross-sectional fund return dispersion and performance evaluation. The foundation of our model is the simple intuition that in periods of high return dispersion, which is associated with high levels of idiosyncratic risk for zero-alpha funds, unskilled managers can more easily disguise themselves as skilled. Rational investors should be more skeptical and apply larger discounts to reported performance in high dispersion environments. Our empirical results are consistent with this prediction. Using fund flow data, we show that a one standard deviation increase in cross-sectional return dispersion is associated with an 11% to 17% decline in flow-performance sensitivity. The effect is stronger for recent data and among outperforming funds.

Technical Details

RePEc Handle
repec:eee:jfinec:v:134:y:2019:i:2:p:273-296
Journal Field
Finance
Author Count
2
Added to Database
2026-01-25