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Alpha, Beta & Hidden Risk
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find the flaw exercise

Where did the ‘skill’ really come from?

Inspect the exposures and identify the hidden risk.

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CASE FILE · The Alpha Disguise

A fund beat the S&P 500 in a bull market and calls the difference alpha.

EXHIBIT APortfolio beta: 1.45
EXHIBIT BGross exposure: 165%
EXHIBIT CNo bear-market sample

One flaw changes the entire conclusion.

Make your moveSeparate manager skill from leveraged market exposure.