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Related papers: Impermanent loss and loss-vs-rebalancing I: some s…

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This paper examines the relationship between impermanent loss (IL) and loss-versus-rebalancing (LVR) in automated market makers (AMMs). Our main focus is on statistical properties, the impact of fees, the role of block times, and, related…

Statistical Finance · Quantitative Finance 2025-05-16 Abe Alexander , Guillaume Lambert , Lars Fritz

Although modern blockchains almost universally produce blocks at fixed intervals, existing models still lack an analytical formula for the loss-versus-rebalancing (LVR) incurred by Automated Market Makers (AMMs) liquidity providers in this…

Mathematical Finance · Quantitative Finance 2025-05-16 Alex Nezlobin , Martin Tassy

Automated Market Makers (AMMs) hold assets and are constantly being rebalanced by external arbitrageurs to match external market prices. Loss-versus-rebalancing (LVR) is a pivotal metric for measuring how an AMM pool performs for its…

Trading and Market Microstructure · Quantitative Finance 2024-11-01 Matthew Willetts , Christian Harrington

We consider the market microstructure of automated market makers (AMMs) from the perspective of liquidity providers (LPs). Our central contribution is a ``Black-Scholes formula for AMMs''. We identify the main adverse selection cost…

Mathematical Finance · Quantitative Finance 2024-05-29 Jason Milionis , Ciamac C. Moallemi , Tim Roughgarden , Anthony Lee Zhang

We derive the arbitrage gains or, equivalently, Loss Versus Rebalancing (LVR) for arbitrage between \textit{two imperfectly liquid} markets, extending prior work that assumes the existence of an infinitely liquid reference market. Our…

Mathematical Finance · Quantitative Finance 2025-12-03 Christoph Schlegel , Quintus Kilbourn

This paper mathematically models a constant-function automated market maker (CFAMM) position as a portfolio of exotic options, known as perpetual American continuous-installment (CI) options. This model replicates an AMM position's delta at…

With the emergence of decentralized finance, new trading mechanisms called Automated Market Makers have appeared. The most popular Automated Market Makers are Constant Function Market Makers. They have been studied both theoretically and…

Trading and Market Microstructure · Quantitative Finance 2023-11-21 Philippe Bergault , Louis Bertucci , David Bouba , Olivier Guéant

We design a prediction market to recover a complete and fully general probability distribution over a random variable. Traders buy and sell interval securities that pay \$1 if the outcome falls into an interval and \$0 otherwise. Our market…

Computer Science and Game Theory · Computer Science 2021-02-17 Miroslav Dudík , Xintong Wang , David M. Pennock , David M. Rothschild

Ensuring sufficient liquidity is one of the key challenges for designers of prediction markets. Various market making algorithms have been proposed in the literature and deployed in practice, but there has been little effort to evaluate…

Trading and Market Microstructure · Quantitative Finance 2010-09-09 Aseem Brahma , Sanmay Das , Malik Magdon-Ismail

In this paper we examine the relation between market returns and volatility measures through machine learning methods in a high-frequency environment. We implement a minute-by-minute rolling window intraday estimation method using two…

Econometrics · Economics 2022-01-03 Iuri H. Ferreira , Marcelo C. Medeiros

In this article we consider an optimization problem of expected utility maximization of continuous-time trading in a financial market. This trading is constrained by a benchmark for a utility-based shortfall risk measure. The market…

Mathematical Finance · Quantitative Finance 2016-10-28 Oliver Janke

Revisiting the continuous-time Mean-Variance (MV) Portfolio Optimization problem, we model the market dynamics with a jump-diffusion process and apply Reinforcement Learning (RL) techniques to facilitate informed exploration within the…

Portfolio Management · Quantitative Finance 2025-12-11 Yuling Max Chen , Bin Li , David Saunders

We propose new nonparametric estimators of the integrated volatility of an It\^{o} semimartingale observed at discrete times on a fixed time interval with mesh of the observation grid shrinking to zero. The proposed estimators achieve the…

Statistics Theory · Mathematics 2014-05-30 Jean Jacod , Viktor Todorov

Level-based and share-based loss functions are asymptotically equivalent if, in the limit, their averages converge almost surely to a constant ratio. These loss functions take a target value and its realization as arguments and are often…

Statistics Theory · Mathematics 2025-11-20 Charles D. Coleman

Stock prices are observed to be random walks in time despite a strong, long term memory in the signs of trades (buys or sells). Lillo and Farmer have recently suggested that these correlations are compensated by opposite long ranged…

Other Condensed Matter · Physics 2008-12-02 J. -P. Bouchaud , J. Kockelkoren , M. Potters

We inspect how accurate machine learning (ML) is at forecasting realized variance of the Dow Jones Industrial Average index constituents. We compare several ML algorithms, including regularization, regression trees, and neural networks, to…

Econometrics · Economics 2026-01-21 Kim Christensen , Mathias Siggaard , Bezirgen Veliyev

In this comment we discuss the problem of reconciling the linear efficiency of price returns with the long-memory of supply and demand. We present new evidence that shows that efficiency is maintained by a liquidity imbalance that co-moves…

Physics and Society · Physics 2008-12-02 J. Doyne Farmer , Austin Gerig , Fabrizio Lillo , Szabolcs Mike

We consider the parametric estimation of the volatility and jump activity in a stable Cox-Ingersoll-Ross ($\alpha$-stable CIR) model driven by a standard Brownian Motion and a non-symmetric stable L\'evy process with jump activity $\alpha…

Statistics Theory · Mathematics 2024-08-01 Elise Bayraktar , Emmanuelle Clément

We consider logistic regression including two sets of discrete or categorical covariates that are missing at random (MAR) separately or simultaneously. We examine the asymptotic properties of two multiple imputation (MI) estimators, given…

Methodology · Statistics 2023-12-19 Phuoc-Loc Tran , Shen-Ming Lee , Truong-Nhat Le , Chin-Shang Li

We develop a novel approach to tackle the common but challenging problem of conformal inference for missing data in machine learning, focusing on Missing at Random (MAR) data. We propose a new procedure Conformal prediction for Missing data…

Methodology · Statistics 2025-10-22 Wenlu Tang , Hongni Wang , Xingcai Zhou , Bei Jiang , Linglong Kong
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