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The CAPM Strikes Back? An Investment Model with Disasters / Hang Bai, Kewei Hou, Howard Kung, Lu Zhang.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Bai, Hang.
Contributor:
National Bureau of Economic Research.
Hou, Kewei.
Kung, Howard.
Zhang, Lu.
Series:
Working Paper Series (National Bureau of Economic Research) no. w21016.
NBER working paper series no. w21016
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2015.
Summary:
Value stocks are more exposed to disaster risk than growth stocks. Embedding disasters into an investment-based asset pricing model induces strong nonlinearity in the pricing kernel. Our single-factor model reproduces the failure of the CAPM in explaining the value premium in finite samples in which disasters are not materialized, and its relative success in samples in which disasters are materialized. The relation between pre-ranking market betas and average returns is flat in simulations, despite a strong positive relation between true market betas and expected returns. Evidence in the long U.S. sample from 1926 to 2014 lends support to the model's key predictions.
Notes:
Print version record
March 2015.

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