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The Sharpe ratio is a way to compare the excess returns (over the risk free asset) of portfolios for each unit of volatility that is generated by a portfolio. In this paper we introduce a robust Sharpe ratio portfolio under the assumption…

Portfolio Management · Quantitative Finance 2020-05-28 Juan F. Monge , Mercedes Landete , José L. Ruiz

In extreme value inference it is a fundamental problem how the target value is required to be extreme by the extreme value theory. In iid settings this study both theoretically and numerically compares tail estimators, which are based on…

Statistics Theory · Mathematics 2024-09-04 Taku Moriyama

We propose a new method of measuring the third and fourth moments of return distribution based on quadratic variation method when the return process is assumed to have zero drift. The realized third and fourth moments variations computed…

Pricing of Securities · Quantitative Finance 2013-11-21 Geon Ho Choe , Kyungsub Lee

This paper presents a novel semiparametric method to study the effects of extreme events on binary outcomes and subsequently forecast future outcomes. Our approach, based on Bayes' theorem and regularly varying (RV) functions, facilitates a…

Econometrics · Economics 2025-02-25 Laura Liu , Yulong Wang

We present extensive evidence that ``risk premium'' is strongly correlated with tail-risk skewness but very little with volatility. We introduce a new, intuitive definition of skewness and elicit an approximately linear relation between the…

General Finance · Quantitative Finance 2015-11-02 Y. Lempérière , C. Deremble , T. T. Nguyen , P. Seager , M. Potters , J. P. Bouchaud

This paper aims to investigate the role of gold as a hedge and/or safe haven against oil price and currency market movements for medium (calm period) and large (extreme movement) fluctuations. In revisiting the role of gold, our study…

Statistical Finance · Quantitative Finance 2020-01-01 Mohamed Arbi Madani , Zied Ftiti

We propose a novel extremal dependence measure called the partial tail-correlation coefficient (PTCC), in analogy to the partial correlation coefficient in classical multivariate analysis. The construction of our new coefficient is based on…

Methodology · Statistics 2022-11-23 Yan Gong , Peng Zhong , Thomas Opitz , Raphaël Huser

Determining the causes of extreme events is a fundamental question in many scientific fields. An important aspect when modelling multivariate extremes is the tail dependence. In application, the extreme dependence structure may…

Methodology · Statistics 2022-12-21 Juraj Bodik , Linda Mhalla , Valérie Chavez-Demoulin

We propose a Gaussian-copula-based framework that learns deal-level dependence directly from observed joint success frequencies across founder, geography, and market attributes. Holding marginal deal success probabilities fixed, deal-level…

Portfolio Management · Quantitative Finance 2026-04-28 Yunqi Liang , Hasan Ugur Koyluoglu , Fuat Alican , Yigit Ihlamur

In financial markets marked by inherent volatility, extreme events can result in substantial investor losses. This paper proposes a portfolio strategy designed to mitigate extremal risks. By applying extreme value theory, we evaluate the…

Portfolio Management · Quantitative Finance 2024-09-20 Qian Hui , Tiandong Wang

This paper introduces a novel measure to quantify the directional dependence of extreme events between two variables. The proposed approach is designed to capture asymmetric tail dependence by studying conditional tail expectations of…

Methodology · Statistics 2026-04-06 Matthieu Garcin , Maxime L. D. Nicolas

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

Modelling non-homogeneous and multi-component data is a problem that challenges scientific researchers in several fields. In general, it is not possible to find a simple and closed form probabilistic model to describe such data. That is why…

Methodology · Statistics 2017-12-27 Nehla Debbabi , Marie Kratz , Mamadou Mboup

We study stochastic dominance between portfolios of independent and identically distributed (iid) extremely heavy-tailed (i.e., infinite-mean) Pareto random variables. With the notion of majorization order, we show that a more diversified…

Portfolio Management · Quantitative Finance 2025-02-11 Yuyu Chen , Taizhong Hu , Ruodu Wang , Zhenfeng Zou

Statistical modeling of high dimensional extremes remains challenging and has generally been limited to moderate dimensions. Understanding structural relationships among variables at their extreme levels is crucial both for constructing…

Methodology · Statistics 2026-01-01 Mihyun Kim , Jeongjin Lee

We revisit optimal execution of an active portfolio in the presence of slippage (aka linear, proportional, or absolute-value) costs. Market efficiency implies a close balance between active alphas and trading costs, so even small changes to…

Portfolio Management · Quantitative Finance 2021-10-29 Michael Isichenko

We propose a set of dependence measures that are non-linear, local, invariant to a wide range of transformations on the marginals, can show tail and risk asymmetries, are always well-defined, are easy to estimate and can be used on any…

Statistical Finance · Quantitative Finance 2023-09-04 Aleksy Leeuwenkamp , Wentao Hu

This paper investigates how two important sources of risk -- market tail risk and extreme market volatility risk -- are priced into the cross-section of asset returns across various investment horizons. To identify such risks, we propose a…

Pricing of Securities · Quantitative Finance 2021-12-13 Jozef Baruník , Matěj Nevrla

In many areas of interest, modern risk assessment requires estimation of the extremal behaviour of sums of random variables. We derive the first order upper-tail behaviour of the weighted sum of bivariate random variables under weak…

Statistics Theory · Mathematics 2022-08-17 Jordan Richards , Jonathan A. Tawn

The relationship between a response variable and its covariates can vary significantly, especially in scenarios where covariates take on extremely high or low values. This paper introduces a max-linear tail regression model specifically…

Methodology · Statistics 2025-02-24 Liujun Chen , Deyuan Li , Zhengjun Zhang