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Assume the market index return is 8.0% w...

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题目

Assume the market index return is 8.0% while the risk-free rate is 3.0%. A portfolio with a volatility of 12.0% has a Sharpe measure of 0.50 and a Treynor measure of 0.20. What is the portfolio's alpha?

选项

A.-2.79%

B.1.16%

C.3.83%

D.4.50%

答案

D

解析

「huixue_img/importSubject/1564170579639144448.png」组合的超额收益 = 0.50×12% = 6.0% beta = 6.0%/0.20 = 0.30 组合的 alpha = 6.0%-0.30×5.0%=4.5%