English

Option Pricing with State-dependent Pricing Kernel

Pricing of Securities 2022-04-15 v2 Econometrics

Abstract

We introduce a new volatility model for option pricing that combines Markov switching with the Realized GARCH framework. This leads to a novel pricing kernel with a state-dependent variance risk premium and a pricing formula for European options, which is derived with an analytical approximation method. We apply the Markov switching Realized GARCH model to S&P 500 index options from 1990 to 2019 and find that investors' aversion to volatility-specific risk is time-varying. The proposed framework outperforms competing models and reduces (in-sample and out-of-sample) option pricing errors by 15% or more.

Keywords

Cite

@article{arxiv.2112.05308,
  title  = {Option Pricing with State-dependent Pricing Kernel},
  author = {Chen Tong and Peter Reinhard Hansen and Zhuo Huang},
  journal= {arXiv preprint arXiv:2112.05308},
  year   = {2022}
}
R2 v1 2026-06-24T08:11:45.036Z