arXiv Open Access 2015

Shrinkage = Factor Model

Zura Kakushadze
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Abstrak

Shrunk sample covariance matrix is a factor model of a special form combining some (typically, style) risk factor(s) and principal components with a (block-)diagonal factor covariance matrix. As such, shrinkage, which essentially inherits out-of-sample instabilities of the sample covariance matrix, is not an alternative to multifactor risk models but one out of myriad possible regularization schemes. We give an example of a scheme designed to be less prone to said instabilities. We contextualize this within multifactor models.

Topik & Kata Kunci

Penulis (1)

Z

Zura Kakushadze

Format Sitasi

Kakushadze, Z. (2015). Shrinkage = Factor Model. https://arxiv.org/abs/1511.04764

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2015
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arXiv
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