The Changing Beta of Value and Momentum Stocks

Posted: 21 Sep 2009 Last revised: 21 Feb 2010

See all articles by Andrea S. Au

Andrea S. Au

State Street Corporation

Robert Shapiro

State Street Global Advisors

Date Written: June 30, 2009

Abstract

Recently, alpha and risk factor volatility have reached extremes. In this study we examine the risk and return relationships of value and momentum, which we believe have shifted. We find that market risk, or beta, correlations for both factors have reversed and have resulted to changes and magnifications of return relationships. Decomposing these interactions allows us to better understand the underlying risks of portfolios constructed using value or momentum signals in their alpha or risk models.

Keywords: beta, value, momentum

JEL Classification: G1

Suggested Citation

Au, Andrea S. and Shapiro, Robert, The Changing Beta of Value and Momentum Stocks (June 30, 2009). Journal of Investing, Vol. 19, No. 1, pp. 25-31, 2010, Available at SSRN: https://ssrn.com/abstract=1476524

Andrea S. Au (Contact Author)

State Street Corporation ( email )

State Street Financial Center
1 Lincoln Street
Boston, MA 02111
United States

Robert Shapiro

State Street Global Advisors ( email )

United States

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