Quants

Can someone explain why is The expected return for Stonebrook is simply the intercept return (ai) of 0.11, or = 11.0%.

Q) Assume you are considering forming a common stock portfolio consisting of 25% Stonebrook Corporation (Stone) and 75% Rockway Corporation (Rock). As expressed in the two-factor returns models presented below, both of these stocks’ returns are affected by two common factors: surprises in interest rates and surprises in the unemployment rate.

RStone = 0.11 + 1.0FInt + 1.2FUn + εStone RRock = 0.13 + 0.8FInt + 3.5FUn + εRock

Assume that at the beginning of the year, interest rates were expected to be 5.1% and unemployment was expected to be 6.8%. Further, assume that at the end of the year, interest rates were actually 5.3%, the actual unemployment rate was 7.2%, and there were no company-specific surprises in returns. This information is summarized in Table 1 below:

Table 1: Expected versus Actual Interest Rates and Unemployment Rates

Actual Expected Company-specific returns surprises Interest Rate 0.053 0.051 0.0 Unemployment Rate 0.072 0.068 0.0

What is the expected return for Stonebrook?

A) A)11.0%. B) B)13.0%. C) C)13.2%.

The expected return is the return with zero surprises, i.e. if Fint and Fun are as expected (their value is zero).

Thanks , but the actual was different from the expected!! isnt that a surprise?

more so, i had another question that mentioned expected salries for females blah blah blah, and it was a blug in a formula insted of using the interceot.

Yes, actual results were different from expected results. The interest surprise was +0.002 and unemployment surprise was +0.004.

Not sure what you mean in the second part.