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Expected Shortfall (ES), the average loss above a high quantile, is the current financial regulatory market risk measure. Its estimation and optimization are highly unstable against sample fluctuations and become impossible above a critical…

Portfolio Management · Quantitative Finance 2021-05-05 Gábor Papp , Imre Kondor , Fabio Caccioli

The optimization of the variance supplemented by a budget constraint and an asymmetric $\ell_1$ regularizer is carried out analytically by the replica method borrowed from the theory of disordered systems. The asymmetric regularizer allows…

Portfolio Management · Quantitative Finance 2018-07-16 Imre Kondor , Gábor Papp , Fabio Caccioli

The optimization of large portfolios displays an inherent instability to estimation error. This poses a fundamental problem, because solutions that are not stable under sample fluctuations may look optimal for a given sample, but are, in…

Portfolio Management · Quantitative Finance 2015-05-14 Susanne Still , Imre Kondor

A large portfolio of independent returns is optimized under the variance risk measure with a ban on short positions. The no-short selling constraint acts as an asymmetric $\ell_1$ regularizer, setting some of the portfolio weights to zero…

Portfolio Management · Quantitative Finance 2018-01-17 Imre Kondor , Gábor Papp , Fabio Caccioli

Investors who optimize their portfolios under any of the coherent risk measures are naturally led to regularized portfolio optimization when they take into account the impact their trades make on the market. We show here that the impact…

Portfolio Management · Quantitative Finance 2014-04-16 Fabio Caccioli , Imre Kondor , Matteo Marsili , Susanne Still

The contour maps of the error of historical resp. parametric estimates for large random portfolios optimized under the risk measure Expected Shortfall (ES) are constructed. Similar maps for the sensitivity of the portfolio weights to small…

Risk Management · Quantitative Finance 2015-10-19 Fabio Caccioli , Imre Kondor , Gábor Papp

We provide a statistical analysis of regularization-based continual learning on a sequence of linear regression tasks, with emphasis on how different regularization terms affect the model performance. We first derive the convergence rate…

Machine Learning · Computer Science 2024-06-11 Xuyang Zhao , Huiyuan Wang , Weiran Huang , Wei Lin

Recent empirical and theoretical studies have shown that many learning algorithms -- from linear regression to neural networks -- can have test performance that is non-monotonic in quantities such the sample size and model size. This…

Machine Learning · Computer Science 2021-04-30 Preetum Nakkiran , Prayaag Venkat , Sham Kakade , Tengyu Ma

We develop an approach to risk minimization and stochastic optimization that provides a convex surrogate for variance, allowing near-optimal and computationally efficient trading between approximation and estimation error. Our approach…

Machine Learning · Statistics 2017-12-15 John Duchi , Hongseok Namkoong

A crucial problem in neural networks is to select the most appropriate number of hidden neurons and obtain tight statistical risk bounds. In this work, we present a new perspective towards the bias-variance tradeoff in neural networks. As…

Machine Learning · Computer Science 2020-10-05 Gen Li , Yuantao Gu , Jie Ding

We investigate the strategic surplus obtainable against a Follow-the-Regularized-Leader (FTRL) learner with constant step size $\eta$ in $n\times m$ two-player zero-sum games played over $T$ rounds against a clairvoyant optimizer. In…

Computer Science and Game Theory · Computer Science 2026-05-25 Yiheng Su , Emmanouil-Vasileios Vlatakis-Gkaragkounis

We consider a commonly studied supervised classification of a synthetic dataset whose labels are generated by feeding a one-layer neural network with random iid inputs. We study the generalization performances of standard classifiers in the…

Machine Learning · Statistics 2021-02-18 Benjamin Aubin , Florent Krzakala , Yue M. Lu , Lenka Zdeborová

In this study, we investigate the $\left\|\cdot\right\|_{\ell_{1}}^{2}-\eta\left\|\cdot\right\|_{\ell_{2}}^{2}$ sparsity regularization with $0< \eta\leq 1$, in the context of nonlinear ill-posed inverse problems. We focus on the…

Numerical Analysis · Mathematics 2025-08-25 Long Li , Liang Ding

We address the problem of portfolio optimization under the simplest coherent risk measure, i.e. the expected shortfall. As it is well known, one can map this problem into a linear programming setting. For some values of the external…

Physics and Society · Physics 2008-12-02 Stefano Ciliberti , Imre Kondor , Marc Mezard

Data augmentation is one of the most popular techniques for improving the robustness of neural networks. In addition to directly training the model with original samples and augmented samples, a torrent of methods regularizing the distance…

Machine Learning · Computer Science 2020-11-30 Haohan Wang , Zeyi Huang , Xindi Wu , Eric P. Xing

We study the sensitivity to estimation error of portfolios optimized under various risk measures, including variance, absolute deviation, expected shortfall and maximal loss. We introduce a measure of portfolio sensitivity and test the…

Physics and Society · Physics 2008-12-02 Imre Kondor , Szilard Pafka , Gabor Nagy

We consider the problem of portfolio optimization in the presence of market impact, and derive optimal liquidation strategies. We discuss in detail the problem of finding the optimal portfolio under Expected Shortfall (ES) in the case of…

Portfolio Management · Quantitative Finance 2011-02-22 Fabio Caccioli , Susanne Still , Matteo Marsili , Imre Kondor

We study the feasibility and noise sensitivity of portfolio optimization under some downside risk measures (Value-at-Risk, Expected Shortfall, and semivariance) when they are estimated by fitting a parametric distribution on a finite sample…

Risk Management · Quantitative Finance 2008-12-10 Istvan Varga-Haszonits , Imre Kondor

Consider the use of $\ell_{1}/\ell_{\infty}$-regularized regression for joint estimation of a $\pdim \times \numreg$ matrix of regression coefficients. We analyze the high-dimensional scaling of $\ell_1/\ell_\infty$-regularized quadratic…

Statistics Theory · Mathematics 2009-05-12 S. Negahban , M. J. Wainwright

Entropy regularization is known to improve exploration in sequential decision-making problems. We show that this same mechanism can also lead to nearly unbiased and lower-variance estimates of the mean reward in the optimize-and-estimate…

Machine Learning · Computer Science 2022-08-26 Ben Chugg , Peter Henderson , Jacob Goldin , Daniel E. Ho
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