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The performance of trend following strategies can be ascribed to the difference between long-term and short-term realized variance. We revisit this general result and show that it holds for various definitions of trend strategies. This…

General Finance · Quantitative Finance 2016-07-11 Tung-Lam Dao , Trung-Tu Nguyen , Cyril Deremble , Yves Lempérière , Jean-Philippe Bouchaud , Marc Potters

Expectile bears some interesting properties in comparison to the industry wide expected shortfall in terms of assessment of tail risk. We study the relationship between expectile and expected shortfall using duality results and the link to…

Risk Management · Quantitative Finance 2020-06-04 Samuel Drapeau , Mekonnen Tadese

The measures of roughness of the volatility in the litterature are based on the realized volatility of high frequency data. Some authors show that this leads to a biased estimate, and does not necessarily indicate roughness of the…

Mathematical Finance · Quantitative Finance 2022-08-01 Fabien Le Floc'h

We propose a new backtesting framework for Expected Shortfall that could be used by the regulator. Instead of looking at the estimated capital reserve and the realised cash-flow separately, one could bind them into the secured position, for…

Risk Management · Quantitative Finance 2018-08-13 Felix Moldenhauer , Marcin Pitera

This paper considers an alternative method for fitting CARR models using combined estimating functions (CEF) by showing its usefulness in applications in economics and quantitative finance. The associated information matrix for…

Applications · Statistics 2017-02-09 Kok-Haur Ng , Shelton Peiris , Jennifer So-kuen-Chan , David Allen , Kooi-Huat Ng

We suggest the Doubly Multiplicative Error class of models (DMEM) for modeling and forecasting realized volatility, which combines two components accommodating low-, respectively, high-frequency features in the data. We derive the…

Statistical Finance · Quantitative Finance 2020-06-08 Alessandra Amendola , Vincenzo Candila , Fabrizio Cipollini , Giampiero M. Gallo

The finite sample effect on the Hurst exponent (HE) of realized volatility time series is examined using Bitcoin data. This study finds that the HE decreases as the sampling period $\Delta$ increases and a simple finite sample ansatz…

Statistical Finance · Quantitative Finance 2025-11-06 Tetsuya Takaishi

We study the estimation of leverage effect and volatility of volatility by using high-frequency data with the presence of jumps. We first construct spot volatility estimator by using the empirical characteristic function of the…

Methodology · Statistics 2026-03-03 Qiang Liu , Zhi Liu , Wang Zhou

This thesis applies entropy as a model independent measure to address three research questions concerning financial time series. In the first study we apply transfer entropy to drawdowns and drawups in foreign exchange rates, to study their…

Statistical Finance · Quantitative Finance 2018-07-26 Stephan Schwill

We consider an investor who seeks to maximize her expected utility derived from her terminal wealth relative to the maximum performance achieved over a fixed time horizon, and under a portfolio drawdown constraint, in a market with local…

Portfolio Management · Quantitative Finance 2016-10-28 Ankush Agarwal , Ronnie Sircar

We study regularity properties of frequency measures arising from random substitutions, which are a generalisation of (deterministic) substitutions where the substituted image of each letter is chosen independently from a fixed finite set.…

Dynamical Systems · Mathematics 2025-01-30 Andrew Mitchell , Alex Rutar

This paper is mainly a survey of recent research developments regarding methods for risk minimization in financial markets modeled by It\^o-L\'evy processes, but it also contains some new results on the underlying stochastic maximum…

Optimization and Control · Mathematics 2014-04-11 Bernt Øksendal , Agnès Sulem

A new methodology has been introduced to clean the correlation matrix of single stocks returns based on a constrained principal component analysis using financial data. Portfolios were introduced, namely "Fundamental Maximum Variance…

Portfolio Management · Quantitative Finance 2020-01-27 Sebastien Valeyre

We propose Deep Longitudinal Targeted Minimum Loss-based Estimation (Deep LTMLE), a novel approach to estimate the counterfactual mean of outcome under dynamic treatment policies in longitudinal problem settings. Our approach utilizes a…

Machine Learning · Statistics 2025-06-09 Toru Shirakawa , Yi Li , Yulun Wu , Sky Qiu , Yuxuan Li , Mingduo Zhao , Hiroyasu Iso , Mark van der Laan

Although quantile regression to calculate risk measures has been widely established in the financial literature, when considering data observed at mixed--frequency, an extension is needed. In this paper, a model is suggested built on a…

Statistical Finance · Quantitative Finance 2023-03-17 Vincenzo Candila , Giampiero M. Gallo , Lea Petrella

In this paper, we study the statistical properties of the moneyness scaling transformation by Leung and Sircar (2015). This transformation adjusts the moneyness coordinate of the implied volatility smile in an attempt to remove the…

Statistical Finance · Quantitative Finance 2020-09-22 Sergey Nasekin , Wolfgang Karl Härdle

Financial metrics like the Sharpe ratio are pivotal in evaluating investment performance by balancing risk and return. However, traditional metrics often struggle with robustness and generalization, particularly in dynamic and volatile…

Portfolio Management · Quantitative Finance 2025-02-05 Kamer Ali Yuksel , Hassan Sawaf

It is common knowledge that leverage can increase the potential returns of an investment, at the expense of increased risk. For a passive investor in the stock market, leverage can be achieved using margin debt or leveraged-ETFs. We perform…

Statistical Finance · Quantitative Finance 2021-03-19 Tal Miller

Portfolio diversification, traditionally measured through asset correlations and volatilitybased metrics, is fundamental to managing financial risk. However, existing diversification metrics often overlook non-numerical relationships…

Portfolio Management · Quantitative Finance 2024-11-12 Sayyed Faraz Mohseni , Hamid R. Arian , Jean-François Bégin

The left tail of the implied volatility skew, coming from quotes on out-of-the-money put options, can be thought to reflect the market's assessment of the risk of a huge drop in stock prices. We analyze how this market information can be…

Risk Management · Quantitative Finance 2016-08-16 Ronnie Sircar , Stephan Sturm
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