Academic Integrity: tutoring, explanations, and feedback — we don’t complete graded work or submit on a student’s behalf.

r summarizes the input from the macro and micro forecasts in the icro Forecasts

ID: 358967 • Letter: R

Question

r summarizes the input from the macro and micro forecasts in the icro Forecasts Ex Residual Standard Deviation Stock A Stock B 18 16 acro Forecasts T-bills Passive Eq Portfolio (m 14 a. Calculate expected excess returns, alpha values, and residual variances for these stocks. Instruction: Enter your answer as a percentage (rounded to two decimal places) for expected excess returns and alpha values. Expected excess return on stock A Expected excess return on stock B Alpha of stock A Alpha of stock B Instruction: Enter your answer as a decimal number rounded to two decimal places for residual variances. Residual variance of stock A Residual variance of stock B Instruction: for part b, enter your response as a decimal number rounded to four decimal places b. Suppose that the portfolio manager follows the Treynor-Black model, and constructs an active portfolio (p) that consists of the above two stocks. The alpha of the active portfolio (p) is -18%, and its residual standard deviation is 150%. What is the Sharpe ratio for the optimal portfolio (consisting of the passive equity portfolio and the active portfolio (p)) What's the M2 of the optimal portfolio?

Explanation / Answer

Alpha () of stock A = i = ri – [rf + i (rM - rf)]

= 18% - [4% + 2(14%-4%)]

= 18% - [4% + 2(0.1)]

= 18% - [4% + 0.2]

= 18% - 0.24

= 0.18 – 0.24

= - 6%

Alpha () of stock B = i = ri – [rf + i (rM - rf)]

= 16% - [4% + 3(14%-4%)]

= 16% - [4% + 3(0.1)]

= 16% - [4% + 0.3]

= 0.16 - 0.34

= -18%

Both the stocks have negative values

Expected Excess Return of Stock A = E(ri) - rf

= 18% - 4%

= 14%

Expected Excess Return of Stock B = E(ri) - rf

= 16% - 14%

= 2%

Residual Variance of Stock A: 2 (eA)

= 502

= 2500

Residual Variance of Stock B: 2 (eB)

= 502

= 2500

sharpe ratio = effective returns / standard deviation = -18%/150% = -0.12 %