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Related papers: Betas, Benchmarks and Beating the Market

200 papers

Alpha factor mining is a fundamental task in quantitative trading, aimed at discovering interpretable signals that can predict asset returns beyond systematic market risk. While traditional methods rely on manual formula design or heuristic…

Computational Engineering, Finance, and Science · Computer Science 2025-10-22 Lang Cao

Efficient benchmarking techniques aim to lower the computational cost of evaluating LLMs by predicting full benchmark scores using only a subset of a benchmark's questions. By reframing this problem as an instance of multiple regression…

Machine Learning · Statistics 2026-05-26 Sam Bowyer , Acyr Locatelli , Kris Cao

We propose and experimentally demonstrate an innovative stock index prediction method using a weighted optical reservoir computing system. We construct fundamental market data combined with macroeconomic data and technical indicators to…

Machine Learning · Computer Science 2024-08-02 Fang Wang , Ting Bu , Yuping Huang

The advancement of large language models (LLMs) has led to a greater challenge of having a rigorous and systematic evaluation of complex tasks performed, especially in enterprise applications. Therefore, LLMs need to be able to benchmark…

Computation and Language · Computer Science 2024-10-18 Bing Zhang , Mikio Takeuchi , Ryo Kawahara , Shubhi Asthana , Md. Maruf Hossain , Guang-Jie Ren , Kate Soule , Yada Zhu

Robust optimization provides a principled framework for decision-making under uncertainty, with broad applications in finance, engineering, and operations research. In portfolio optimization, uncertainty in expected returns and covariances…

Statistical Finance · Quantitative Finance 2025-10-15 Daniel Cunha Oliveira , Grover Guzman , Nick Firoozye

Recent developments in deep learning techniques have motivated intensive research in machine learning-aided stock trading strategies. However, since the financial market has a highly non-stationary nature hindering the application of…

Portfolio Management · Quantitative Finance 2020-12-15 Kentaro Imajo , Kentaro Minami , Katsuya Ito , Kei Nakagawa

Foundational software libraries such as ROOT are under intense pressure to avoid software regression, including performance regressions. Continuous performance benchmarking, as a part of continuous integration and other code quality…

Software Engineering · Computer Science 2019-10-02 Oksana Shadura , Vassil Vassilev , Brian Paul Bockelman

This paper develops an axiomatic framework for ranking metrics, a general class of functionals for evaluating and ordering financial or insurance positions. Unlike traditional risk-adjusted performance measures-such as the Sharpe ratio,…

Risk Management · Quantitative Finance 2026-04-21 Asmerilda Hitaj , Elisa Mastrogiacomo , Ilaria Peri , Marcelo Righi

Comparing, or benchmarking, of optimization algorithms is a complicated task that involves many subtle considerations to yield a fair and unbiased evaluation. In this paper, we systematically review the benchmarking process of optimization…

Optimization and Control · Mathematics 2017-09-26 Vahid Beiranvand , Warren Hare , Yves Lucet

Factor models are a very efficient way to describe high dimensional vectors of data in terms of a small number of common relevant factors. This problem, which is of fundamental importance in many disciplines, is usually reformulated in…

Optimization and Control · Mathematics 2018-06-13 Valentina Ciccone , Augusto Ferrante , Mattia Zorzi

The paper introduces benchmark-neutral pricing and hedging for long-term contingent claims. It employs the growth optimal portfolio of the stocks as numeraire and the new benchmark-neutral pricing measure for pricing. For a realistic…

Mathematical Finance · Quantitative Finance 2024-07-03 Eckhard Platen

Deep Reinforcement learning is a branch of unsupervised learning in which an agent learns to act based on environment state in order to maximize its total reward. Deep reinforcement learning provides good opportunity to model the complexity…

Statistical Finance · Quantitative Finance 2021-08-05 Zhaolu Dong , Shan Huang , Simiao Ma , Yining Qian

We present an exploration of a reputation system based on explicit ratings weighted by the values of corresponding financial transactions from the perspective of its ability to grant "security" to market participants by protecting them from…

Multiagent Systems · Computer Science 2019-05-21 Anton Kolonin , Ben Goertzel , Cassio Pennachin , Deborah Duong , Matt Ikle , Nejc Znidar , Marco Argentieri

A market model in Stochastic Portfolio Theory is a finite system of strictly positive stochastic processes. Each process represents the capitalization of a certain stock. If at any time no stock dominates almost the entire market, which…

Probability · Mathematics 2013-10-30 Andrey Sarantsev

Benchmarking optimization algorithms is fundamental for the advancement of computational intelligence. However, widely adopted artificial test suites exhibit limited correspondence with the diversity and complexity of real-world engineering…

Computational Engineering, Finance, and Science · Computer Science 2026-04-17 Stefan Ivić , Siniša Družeta , Luka Grbčić

Imbalanced data sets containing much more background than signal instances are very common in particle physics, and will also be characteristic for the upcoming analyses of LHC data. Following up the work presented at ACAT 2008, we use the…

Data Analysis, Statistics and Probability · Physics 2011-08-11 Markward Britsch , Nikolai Gagunashvili , Michael Schmelling

LLMs have shown strong performance across diverse financial tasks, yet portfolio management (PM), a critical financial decision-making task, remains poorly benchmarked. Existing benchmarks exhibit two main gaps: they ignore cross-asset…

Artificial Intelligence · Computer Science 2026-05-28 Yuxuan Zhao , Sijia Chen , Ningxin Su

We relook at the classic equity fund selection and portfolio construction problems from a new perspective and propose an easy-to-implement framework to tackle the problem in practical investment. Rather than the conventional way by…

Portfolio Management · Quantitative Finance 2020-04-24 Yi Cao

Every data selection method inherently has a target. In practice, these targets often emerge implicitly through benchmark-driven iteration: researchers develop selection strategies, train models, measure benchmark performance, then refine…

This survey compiles ideas and recommendations from more than a dozen researchers with different backgrounds and from different institutes around the world. Promoting best practice in benchmarking is its main goal. The article discusses…