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Common Factors in Return Seasonalities / Matti Keloharju, Juhani T. Linnainmaa, Peter Nyberg.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Keloharju, Matti.
Contributor:
National Bureau of Economic Research.
Linnainmaa, Juhani T.
Nyberg, Peter.
Series:
Working Paper Series (National Bureau of Economic Research) no. w20815.
NBER working paper series no. w20815
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2014.
Summary:
A strategy that selects stocks based on their historical same-calendar-month returns earns an average return of 13% per year. We document similar return seasonalities in anomalies, commodities, international stock market indices, and at the daily frequency. The seasonalities overwhelm unconditional differences in expected returns. The correlations between different seasonality strategies are modest, suggesting that they emanate from different common factors. Our results suggest that seasonalities are not a distinct class of anomalies that requires an explanation of its own---rather, they are intertwined with other return anomalies through shared common factors. A theory that is able to explain the risks behind any common factor is thus likely able to explain a part of the seasonalities.
Notes:
Print version record
December 2014.

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