Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Consider the data contained in the table below, which lists 30 monthly excess returns to two different actively managed stock portfolios (A and B) and

image text in transcribed
image text in transcribed
Consider the data contained in the table below, which lists 30 monthly excess returns to two different actively managed stock portfolios (A and B) and three different common risk factors 2, and 3). (Note: You may find it useful to use a computer spreadsheet program such as Microsoft Excel to calculate your answers.) Period Portfolio Portfolio Factor 1 Factor 2 Factor 3 A B 1 1.12% 0.00% 0.01% -1.07% -1.71% 2 7.56 6.65 6.84 0.29 - 1.28 3 4.93 5.95 4.78 -1.35 1.83 4 1.21 0.31 0.68 0.46 0.23 5 -1.88 -1.52 -2.91 -3.57 4.34 6 4.35 2.33 2.92 -3.45 -1.57 7 -0.73 -2.39 -2.76 -4.58 -1.78 8 -15.56 -15.47 -16.04 -5.92 5.79 9 6.14 3.97 6.05 0.01 -3.70 10 7.75 6.82 7.11 -3.45 -2.84 11 7.75 5.50 5.96 1.33 -3.72 12 9.66 4.88 5.93 -0.41 -4.87 13 5.34 2.72 3.51 1.05 -6.16 -3.20 -0.49 -4.21 -5.64 1.64 15 5.41 2.59 3.22 -3.78 -3.02 16 2.39 7.32 4.38 2.88 2.73 17 -2.94 0.09 -2.47 3.55 3.03 18 6.57 3.76 4.77 3.32 -4.33 19 -3.47 -0.57 -3.36 2.06 0.80 20 - 1.20 -4.13 -1.44 - 1.20 -1.24 21 -1.40 0.20 -2.73 3.20 -3.26 22 5.96 5.31 5.89 -6.49 -3.28 23 2.08 2.35 3.20 7.79 -8.09 7.14 7.10 7.81 6.93 -8.96 25 -4.77 -2.85 -4.40 4.06 -0.17 26 1.10 -2.12 2.62 21.48 - 12.06 27 9.07 5.34 5.21 -16.77 7.91 28 - 4.36 -2.98 -6.33 -7.58 8.66 29 -3.44 -0.59 -4.32 -5.85 5.46 30 3.96 1.90 4.73 13.37 -8.71 a. Compute the average monthly return and monthly standard return deviation for each portfolio and all three risk factors. Also state these values on an annualized basis. (Hint: Monthly returns can be annualized by multiplying them by 12, while monthly standard deviations can be annualized by multiplying them by the square root of 12.) Use a minus sign to enter negative values, if any. Do not round Intermediate calculations. Round your answers to three decimal places. 24 DTAP Q Search this cou 27 9.07 5.34 5.21 -16.77 7.91 28 -4.36 -2.98 -6.33 -7.58 8.66 29 -3.44 -0.59 -4.32 -5.85 5.46 30 3.96 1.90 4.73 13.37 -8.71 a. Compute the average monthly return and monthly standard return deviation for each portfolio and all three risk factors. Also state these values on an annualized basis. (Hint: Monthly returns can be annualized by multiplying them by 12, while monthly standard deviations can be annualized by multiplying them by the square root of 12.) Use a minus sign to enter negative values, if any. Do not round intermediate calculations. Round your answers to three decimal places. Portfolio A Portfolio B Factor 1 Factor 2 Factor 3 Monthly: Average % 96 % % % Std Dev % % % % % Annual: Average % % % % % Std Dev % % % % % b. Based on the return and standard deviation calculations for the two portfolios from Part a, is it clear whether one portfolio outperformed the other over this time period? Do not make any additional calculations to answer this question. Portfolio A earned a -Select- return and a -Select- : andard deviation than Portfolio B. Therefore, it -Select- clear that one portfolio outperformed the other over this time period C. Calculate the correlation coefficients between each pair of the common risk factors (lae, 1 & 2, 1 & 3, and 2 & 3). Use a minus sign to enter negative values, if any. Do not round intermediate calculations. Round your answers to four decimal places. Correlation between 1 & 2: Correlation between 1 & 3: Correlation between 2 & 3: d. In theory, what should be the value of the correlation coefficient between the common risk factors? Explain why. In theory the correlations should be -Select- because we want the factors to be -Select- Consider the data contained in the table below, which lists 30 monthly excess returns to two different actively managed stock portfolios (A and B) and three different common risk factors 2, and 3). (Note: You may find it useful to use a computer spreadsheet program such as Microsoft Excel to calculate your answers.) Period Portfolio Portfolio Factor 1 Factor 2 Factor 3 A B 1 1.12% 0.00% 0.01% -1.07% -1.71% 2 7.56 6.65 6.84 0.29 - 1.28 3 4.93 5.95 4.78 -1.35 1.83 4 1.21 0.31 0.68 0.46 0.23 5 -1.88 -1.52 -2.91 -3.57 4.34 6 4.35 2.33 2.92 -3.45 -1.57 7 -0.73 -2.39 -2.76 -4.58 -1.78 8 -15.56 -15.47 -16.04 -5.92 5.79 9 6.14 3.97 6.05 0.01 -3.70 10 7.75 6.82 7.11 -3.45 -2.84 11 7.75 5.50 5.96 1.33 -3.72 12 9.66 4.88 5.93 -0.41 -4.87 13 5.34 2.72 3.51 1.05 -6.16 -3.20 -0.49 -4.21 -5.64 1.64 15 5.41 2.59 3.22 -3.78 -3.02 16 2.39 7.32 4.38 2.88 2.73 17 -2.94 0.09 -2.47 3.55 3.03 18 6.57 3.76 4.77 3.32 -4.33 19 -3.47 -0.57 -3.36 2.06 0.80 20 - 1.20 -4.13 -1.44 - 1.20 -1.24 21 -1.40 0.20 -2.73 3.20 -3.26 22 5.96 5.31 5.89 -6.49 -3.28 23 2.08 2.35 3.20 7.79 -8.09 7.14 7.10 7.81 6.93 -8.96 25 -4.77 -2.85 -4.40 4.06 -0.17 26 1.10 -2.12 2.62 21.48 - 12.06 27 9.07 5.34 5.21 -16.77 7.91 28 - 4.36 -2.98 -6.33 -7.58 8.66 29 -3.44 -0.59 -4.32 -5.85 5.46 30 3.96 1.90 4.73 13.37 -8.71 a. Compute the average monthly return and monthly standard return deviation for each portfolio and all three risk factors. Also state these values on an annualized basis. (Hint: Monthly returns can be annualized by multiplying them by 12, while monthly standard deviations can be annualized by multiplying them by the square root of 12.) Use a minus sign to enter negative values, if any. Do not round Intermediate calculations. Round your answers to three decimal places. 24 DTAP Q Search this cou 27 9.07 5.34 5.21 -16.77 7.91 28 -4.36 -2.98 -6.33 -7.58 8.66 29 -3.44 -0.59 -4.32 -5.85 5.46 30 3.96 1.90 4.73 13.37 -8.71 a. Compute the average monthly return and monthly standard return deviation for each portfolio and all three risk factors. Also state these values on an annualized basis. (Hint: Monthly returns can be annualized by multiplying them by 12, while monthly standard deviations can be annualized by multiplying them by the square root of 12.) Use a minus sign to enter negative values, if any. Do not round intermediate calculations. Round your answers to three decimal places. Portfolio A Portfolio B Factor 1 Factor 2 Factor 3 Monthly: Average % 96 % % % Std Dev % % % % % Annual: Average % % % % % Std Dev % % % % % b. Based on the return and standard deviation calculations for the two portfolios from Part a, is it clear whether one portfolio outperformed the other over this time period? Do not make any additional calculations to answer this question. Portfolio A earned a -Select- return and a -Select- : andard deviation than Portfolio B. Therefore, it -Select- clear that one portfolio outperformed the other over this time period C. Calculate the correlation coefficients between each pair of the common risk factors (lae, 1 & 2, 1 & 3, and 2 & 3). Use a minus sign to enter negative values, if any. Do not round intermediate calculations. Round your answers to four decimal places. Correlation between 1 & 2: Correlation between 1 & 3: Correlation between 2 & 3: d. In theory, what should be the value of the correlation coefficient between the common risk factors? Explain why. In theory the correlations should be -Select- because we want the factors to be -Select

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Dividend Policy On Share Price Volatility In Indian Stock Market

Authors: Vijay Deswal

1st Edition

3841859623, 978-3841859624

More Books

Students also viewed these Finance questions