Shrinking beta

20 Pages Posted: 2 Sep 2022

See all articles by David Blitz

David Blitz

Robeco Quantitative Investments

Laurens Swinkels

Erasmus University Rotterdam (EUR); Robeco Asset Management

Kristina Ūsaitė

Robeco Asset Management

Pim van Vliet

Robeco Quantitative Investments

Multiple version iconThere are 2 versions of this paper

Date Written: May 25, 2022

Abstract

Beta is used in many applications, ranging from asset pricing tests to cost of capital estimation, investment management and risk management. Beta needs to be estimated, and shrinkage to its cross-sectional average value of 1 is often applied to reduce estimation error. Since beta is the product of the return correlation of a security with the market and its return volatility relative to that of the market, we shrink correlation and volatility separately and evaluate the predictive power of this approach. We find economically and statistically significant gains from applying more shrinkage to correlations than to volatilities.

Keywords: beta, correlation, investing, low risk, shrinkage, volatility

Suggested Citation

Blitz, David and Swinkels, Laurens and Ūsaitė, Kristina and van Vliet, Pim, Shrinking beta (May 25, 2022). Journal of Risk, Vol. 24, No. 6, 2022, Available at SSRN: https://ssrn.com/abstract=4206537

David Blitz (Contact Author)

Robeco Quantitative Investments ( email )

Weena 850
Rotterdam, 3014 DA
Netherlands

Laurens Swinkels

Erasmus University Rotterdam (EUR) ( email )

Burgemeester Oudlaan 50
3000 DR Rotterdam, Zuid-Holland 3062PA
Netherlands

Robeco Asset Management ( email )

Rotterdam, 3000
Netherlands
+31 10 224 2470 (Phone)
+31 10 224 2110 (Fax)

Kristina Ūsaitė

Robeco Asset Management

Rotterdam, 3014 DA
Netherlands

HOME PAGE: http://www.robeco.com/en/

Pim Van Vliet

Robeco Quantitative Investments ( email )

Rotterdam, 3011 AG
Netherlands

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