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Record W2111639678 · doi:10.3905/jai.2012.15.2.054

What Drives the Tracking Error of Hedge Fund Clones?

2012· article· en· W2111639678 on OpenAlex
Arik Ben Dor, Ravi Jagannathan, Iwan Meier, Zhe Xu

Why this work is in the frame

A frame that forgets how it found something cannot be audited. These are the routes that admitted this work.

affAt least one author lists a Canadian institution in the pinned OpenAlex snapshot.

Bibliographic record

VenueThe Journal of Alternative Investments · 2012
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicFinancial Markets and Investment Strategies
Canadian institutionsHEC Montréal
Fundersnot available
KeywordsHedge fundReturns-based style analysisAlternative betaFund of fundsOpen-end fundBusinessPerformance feeEquity (law)EconomicsMarket liquidityFinancial economicsFinanceInstitutional investorFund administrationCorporate governance

Abstract

fetched live from OpenAlex

Hedge fund clones provide a liquid, efficient, and transparent alternative to investing in hedge funds. As a group, however, their recent performance has been disappointing, despite the large variation in the replication methodologies used. The author investigates hedge fund clones’ tracking errors and finds that contrary to common belief, the reliance on historical data to “reverse engineer” hedge fund allocation is not the primary cause. Instead, the author identifies two important drivers of tracking errors of hedge fund clones. One is changes in marketwide liquidity levels as measured by the basis between derivatives and cash securities. The second is biases in measuring the returns that arise due to attrition among hedge funds that affect the performance of commonly used hedge fund indices. Together, they account for about half of the variation in hedge fund clones’ tracking errors over time. <b>TOPICS:</b>Real assets/alternative investments/private equity, quantitative methods, financial crises and financial market history, performance measurement

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.002
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Theoretical or conceptual · Consensus signal: none
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.553
Threshold uncertainty score0.386

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0020.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.000
Science and technology studies0.0000.000
Scholarly communication0.0000.002
Open science0.0010.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.122
GPT teacher head0.298
Teacher spread0.176 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it