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Bridge over ocean
1 January 2011 Financial Analysts Journal Volume 67, Issue 1

The ABCs of Hedge Funds: Alphas, Betas, and Costs

  1. Roger G. Ibbotson
  2. Peng Chen, CFA
  3. Kevin X. Zhu

The authors decomposed their estimated pre-fee 1995–2009 hedge fund
return of 11.13 percent into fees (3.43 percent), an alpha (3.00 percent), and a
beta (4.70 percent). The year-by-year results show that alphas were positive
during every year of the past decade, even during the recent financial crisis.

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