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Does Academic Research Destroy Stock Return Predictability?

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What they found

The authors replicated 97 published stock return anomalies and measured how each performed in three windows: the original in-sample period, the gap between sample end and publication, and after publication. Returns fell by about 26% from the original sample to the pre-publication period (statistical bias, since researchers only publish what worked) and by about 58% after publication (investors learning about and trading away the anomaly). The decline was larger for anomalies that were cheap to arbitrage.

What you can use

  • Expect any published strategy to deliver roughly half of its backtested return, at best, once you trade it.
  • The decay is worse for liquid, easy-to-trade signals because they get arbitraged fastest.
  • Some return usually remains, so publication does not fully kill an anomaly, but you should size for the post-publication number.

Caveats

Post-publication windows are short for recent anomalies. Decay may also reflect changing market conditions rather than arbitrage alone. Long-short portfolios, gross of costs.

Tags: anomalies, publication-effect, replication, alpha-decay

Summaries are our own reading of the paper, not the authors' words. Educational only, not advice. Discuss it in Book Club.