Investment

Alpha

Excess return above benchmark. Positive alpha = beat the market. Most actively managed funds have negative alpha after fees.

Also known as: alpha return, excess return

What You Need to Know

Alpha measures investment returns above or below a benchmark index. If S&P 500 returned 10% and your fund returned 12%, alpha is +2%. If it returned 8%, alpha is -2%.

Positive alpha = value added by active management or skill Negative alpha = underperformance, usually from fees and trading costs Zero alpha = matched the benchmark

The problem: Most actively managed funds have negative alpha over 10-20 year periods. SPIVA reports 85-90% of active managers underperform their benchmarks after fees.

Manager charges 1% expense ratio. Market returns 10%. Manager must generate 11%+ returns to deliver positive alpha. The extra return must exceed the fee—and most managers can't do this consistently.

Better approach: Accept market returns (beta) via low-cost index funds with 0.05% fees rather than paying 1%+ for likely negative alpha.

Sources & References

This information is sourced from authoritative government and academic institutions:

  • investor.gov

    https://www.investor.gov/introduction-investing/investing-basics/glossary/alpha

Alpha: Why 90% of Managers Can't Beat the Market