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The Statistical Properties of Hedge Fund Index Returns

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Author Info
Chris Brooks () (ICMA Centre, University of Reading)
Harry. M Kat () (ICMA Centre, University of Reading)

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Abstract

he monthly return distributions of many hedge fund indices exhibit highly unusual skewness and kurtosis properties as well as first-order serial correlation. This has important consequences for investors. We demonstrate that although hedge fund indices are highly attractive in mean-variance terms, this is much less the case when skewness, kurtosis and autocorrelation are taken into account. Sharpe Ratios will substantially overestimate the true risk-return performance of (portfolios containing) hedge funds. Similarly, mean-variance portfolio analysis will over-allocate to hedge funds and overestimate the attainable benefits from including hedge funds in an investment portfolio. We also find substantial differences between indices that aim to cover the same type of strategy. Investors’ perceptions of hedge fund performance and value added will therefore strongly depend on the indices used.

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Publisher Info
Paper provided by Henley Business School, Reading University in its series ICMA Centre Discussion Papers in Finance with number icma-dp2001-09.

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Length: 33 pages
Date of creation: Nov 2001
Date of revision:
Handle: RePEc:rdg:icmadp:icma-dp2001-09

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Related research
Keywords: Hedge fund; hedge fund index; skewness; kurtosis; autocorrelation; sharpe ratio; mean-variance analysis;

Cited by:
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  1. Loriana Pelizzon & Monica Billio & Mila Getmansky, 2008. "Non-Parametric Analysis of Hedge Fund Returns: New Insights from High Frequency Data," Working Papers 2008_11, University of Venice "Ca' Foscari", Department of Economics. [Downloadable!]
  2. Oliver Ledoit & Michael Wolf, 2008. "Robust Performance Hypothesis Testing with the Sharpe Ratio," IEW - Working Papers iewwp320, Institute for Empirical Research in Economics - IEW. [Downloadable!]
  3. Marcos Mailoc López de Prado & Achim Peijan, 2005. "Measuring Loss Potential of Hedge Fund Strategies," Finance 0503010, EconWPA. [Downloadable!]
  4. Nicholas Chan & Mila Getmansky & Shane M. Haas & Andrew W. Lo, 2005. "Systemic Risk and Hedge Funds," NBER Working Papers 11200, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
    • Nicholas Chan & Mila Getmansky & Shane M. Haas & Andrew W. Lo, 2007. "Systemic Risk and Hedge Funds," NBER Chapters, in: The Risks of Financial Institutions, pages 235-338 National Bureau of Economic Research, Inc. [Downloadable!]
  5. repec:mcr:wpdief:wpaper00029 is not listed on IDEAS
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This page was last updated on 2009-12-15.


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