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Sharpe portfolio using a cross-efficiency evaluation

Portfolio Management 2020-05-28 v2

Abstract

The Sharpe ratio is a way to compare the excess returns (over the risk free asset) of portfolios for each unit of volatility that is generated by a portfolio. In this paper we introduce a robust Sharpe ratio portfolio under the assumption that the risk free asset is unknown. We propose a robust portfolio that maximizes the Sharpe ratio when the risk free asset is unknown, but is within a given interval. To compute the best Sharpe ratio portfolio all the Sharpe ratios for any risk free asset are considered and compared by using the so-called cross-efficiency evaluation. An explicit expression of the Cross-Eficiency Sharpe ratio portfolio is presented when short selling is allowed.

Keywords

Cite

@article{arxiv.1610.00937,
  title  = {Sharpe portfolio using a cross-efficiency evaluation},
  author = {Juan F. Monge and Mercedes Landete and José L. Ruiz},
  journal= {arXiv preprint arXiv:1610.00937},
  year   = {2020}
}
R2 v1 2026-06-22T16:09:56.580Z