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We show that the lack of arbitrage in a model with both fixed and proportional transaction costs is equivalent to the existence of a family of absolutely continuous single-step probability measures, together with an adapted process with…

Probability · Mathematics 2019-05-09 Martin Brown , Tomasz Zastawniak

Beta-sorted portfolios -- portfolios comprised of assets with similar covariation to selected risk factors -- are a popular tool in empirical finance to analyze models of (conditional) expected returns. Despite their widespread use, little…

Econometrics · Economics 2024-11-12 Matias D. Cattaneo , Richard K. Crump , Weining Wang

Residual marked empirical process-based tests are commonly used in regression models. However, they suffer from data sparseness in high-dimensional space when there are many covariates. This paper has three purposes. First, we suggest a…

Methodology · Statistics 2015-10-27 Xuehu Zhu , Xu Guo , Lixing Zhu

We introduce the notion of a risk-limiting financial auditing (RLFA): given $N$ transactions, the goal is to estimate the total misstated monetary fraction~($m^*$) to a given accuracy $\epsilon$, with confidence $1-\delta$. We do this by…

Methodology · Statistics 2023-05-12 Shubhanshu Shekhar , Ziyu Xu , Zachary C. Lipton , Pierre J. Liang , Aaditya Ramdas

We extend the fundamental theorem of asset pricing to a model where the risky stock is subject to proportional transaction costs in the form of bid-ask spreads and the bank account has different interest rates for borrowing and lending. We…

Pricing of Securities · Quantitative Finance 2008-12-02 Alet Roux

Given observations from a stationary time series, permutation tests allow one to construct exactly level $\alpha$ tests under the null hypothesis of an i.i.d. (or, more generally, exchangeable) distribution. On the other hand, when the null…

Statistics Theory · Mathematics 2020-09-09 Joseph P. Romano , Marius A. Tirlea

Formula alpha mining, which generates predictive signals from financial data, is critical for quantitative investment. Although various algorithmic approaches-such as genetic programming, reinforcement learning, and large language…

Artificial Intelligence · Computer Science 2025-08-20 Hongjun Ding , Binqi Chen , Jinsheng Huang , Taian Guo , Zhengyang Mao , Guoyi Shao , Lutong Zou , Luchen Liu , Ming Zhang

In this paper we introduce a new approach to model-free path-dependent option pricing. We first introduce a general duality result for linear optimisation problems over signed measures introduced in [3] and show how the the problem of…

Pricing of Securities · Quantitative Finance 2015-01-16 Raphael Hauser , Sergey Shahverdyan

Statistical inference for large data panels is omnipresent in modern economic applications. An important benefit of panel analysis is the possibility to reduce noise and thus to guarantee stable inference by intersectional pooling. However,…

Methodology · Statistics 2022-12-15 Tim Kutta , Holger Dette

In this paper we provide a quantitative analysis to the concept of arbitrage, that allows to deal with model uncertainty without imposing the no-arbitrage condition. In markets that admit ``small arbitrage", we can still make sense of the…

Mathematical Finance · Quantitative Finance 2024-01-05 Beatrice Acciaio , Julio Backhoff , Gudmund Pammer

In this paper, we propose a test procedure based on the LASSO methodology to test the global null hypothesis of no dependence between a response variable and $p$ predictors, where $n$ observations with $n < p$ are available. The proposed…

Methodology · Statistics 2023-08-01 Carsten Uhlig , Steffen Uhlig

We propose a procedure to determine the dimension of the common factor space in a large, possibly non-stationary, dataset. Our procedure is designed to determine whether there are (and how many) common factors (i) with linear trends, (ii)…

Methodology · Statistics 2018-06-12 Matteo Barigozzi , Lorenzo Trapani

We introduce When Alpha Disappears, a paired evaluation benchmark for diagnosing decision-time leakage in financial machine-learning backtests. Rather than treating leakage as a binary property, the benchmark estimates protocol-induced…

Risk Management · Quantitative Finance 2026-05-26 Fan Zhang , Zhen Li , Sijia Peng , Yu Chen

This paper studies new tests for the number of latent factors in a large cross-sectional factor model with small time dimension. These tests are based on the eigenvalues of variance-covariance matrices of (possibly weighted) asset returns,…

Econometrics · Economics 2022-10-31 Alain-Philippe Fortin , Patrick Gagliardini , Olivier Scaillet

We prove the Fundamental Theorem of Asset Pricing for a discrete time financial market where trading is subject to proportional transaction cost and the asset price dynamic is modeled by a family of probability measures, possibly…

Probability · Mathematics 2015-09-01 Erhan Bayraktar , Yuchong Zhang

We give an explicit algorithm and source code for extracting expected returns for stocks from expected returns for alphas. Our algorithm altogether bypasses combining alphas with weights into "alpha combos". Simply put, we have developed a…

Portfolio Management · Quantitative Finance 2018-02-12 Zura Kakushadze , Willie Yu

Let X; Z be r and s-dimensional covariates, respectively, used to model the response variable Y as Y = m(X;Z) + \sigma(X;Z)\epsilon. We develop an ANOVA-type test for the null hypothesis that Z has no influence on the regression function,…

Methodology · Statistics 2016-11-11 Adriano Zanin Zambom , Michael G. Akritas

This paper investigates how to measure common market risk factors using newly proposed Panel Quantile Regression Model for Returns. By exploring the fact that volatility crosses all quantiles of the return distribution and using penalized…

Pricing of Securities · Quantitative Finance 2017-08-30 Frantisek Cech , Jozef Barunik

Determining a lack of association between an outcome variable and a number of different explanatory variables is frequently necessary in order to disregard a proposed model (i.e., to confirm the lack of an association between an outcome and…

Methodology · Statistics 2020-01-16 Harlan Campbell , Daniël Lakens

We show here that every non-adaptive property testing algorithm making a constant number of queries, over a fixed alphabet, can be converted to a sample-based (as per [Goldreich and Ron, 2015]) testing algorithm whose average number of…

Computational Complexity · Computer Science 2015-04-06 Eldar Fischer , Oded Lachish , Yadu Vasudev