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Journal of Finance Vol. 46 No. 4 1991

Testing the CAPM with Time‐Varying Risks and Returns

James N. Bodurtha; Nelson C. Mark1,2

1 Federal Reserve Bank of Atlanta · 2 Cornell University

Abstract

This paper draws on Engle's autoregressive conditionally heteroskedastic modeling strategy to formulate a conditional CAPM with time‐varying risk and expected returns. The model is estimated by generalized method of moments. A CAPM that allows mean excess returns to shift in January survives generalized method of moments specification tests for a number of omitted variables. However, a residual dividend yield component is found to remain in the excess returns of smaller firms. We find significant monthly and quarterly components in the risk premia and beta estimates.

DOI
10.1111/j.1540-6261.1991.tb04627.x
Volume
46
Issue
4
Pages
1485-1505
Language
en
Sources
openalex crossref

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