Nonparametric kernel estimation of CVaR under $$\alpha $$-mixing sequences

Statistische Hefte - Tập 61 - Trang 615-643 - 2017
Zhongde Luo1
1School of Mathematics and Statistics, Baise University, Baise, China

Tóm tắt

Conditional Value-at-Risk (CVaR) is an increasingly popular coherent risk measure in financial risk management. In this paper, a new nonparametric kernel estimator of CVaR is established, and a Bahadur type expansion of the estimator is also given under $$\alpha $$-mixing sequences. Furthermore, the mean, variance, mean square error (MSE) and uniformly asymptotic normality of the new estimator are discussed, optimal bandwidths are obtained as well. In order to better illustrate performances of the new CVaR estimator, we conduct numerical simulations under some $$\alpha $$-mixing sequences and a GARCH model, and discover that the new CVaR estimator is smoother and more accurate than estimators proposed by other scholars because of the bias and MSE of the new estimator are smaller. Finally, we use the new estimator to analyze the daily log-loss of real financial series.

Tài liệu tham khảo

Acerbi C, Tasche D (2002) On the coherence of expected shortfall. J Bank Finance 26(7):1487–1503 Artzner P, Delbaen F, Eber J-M, Heath D (1999) Coherent measures of risk. Math Finance 9(3):203–228 Ben-Tal A, Teboulle M (1986) Expected utility, penalty functions and duality in stochastic nonlinear programming. Manag Sci 32(11):1445–1466 Ben-Tal A, Teboulle M (1987) Penalty functions and duality in stochastic programming via \(\phi \)-divergence functionals. Math Oper Res 12(2):224–240 Ben-Tal A, Teboulle M (2007) An old-new concept of convex risk measure: the optimized certainty equivalent. Math Finance 17(3):449–476 Bodnar T, Schmid W, Zabolotskyy T (2013) Asymptotic behavior of the estimated weights and of the estimated performance measures of the minimum VaR and the minimum CVaR optimal portfolios for dependent data. Metrika 76(8):1105–1134 Cai ZW, Wang X (2008) Nonparametric estimation of conditional VaR and expected shortfall. J Econom 147(1):120–130 Chen SX, Tang CY (2005) Nonparametric inference of value-at-risk for dependent financial ruturns. J Financ Econom 3(2):227–255 Chen SX (2008) Nonparametric estimation of expected shortfall. J Financ Econom 6(1):87–107 David BB (2007) Large deviations bounds for estimating conditional value-at-risk. Oper Res Lett 35(6):722–730 Follmer H, Schied A (2002) Convex measures of risk and trading constraints. Finance Stoch 6(4):429–447 Gourieroux C, Laurent JP, Scaillet O (2000) Sensitivity analysis of values at risk. J Empir Finance 7(3–4):225–245 Kato K (2012) Weighted Nadaraya–Watson estimation of conditional expected shortfall. J Financ Econom 10(2):265–291 Leorato S, Peracchi F, Tanase AV (2012) Asymptotically efficient estimation of the conditional expected shortfall. Comput Stat Data Anal 56(4):768–784 Liu J (2008) Two-step kernel estimation of expected shortfall for \(\alpha \)-mxing time series. Dissertation, Guangxi Normal University Liu J (2009) Nonparametric estimation of expected shortfall. Chin J Eng Math 26(4):577–585 Luo ZD, Ou SD (2017) The almost sure convergence rate of the estimator of optimized certainty equivalent risk measure under \(\alpha \)-mixing sequences. Commun Stat Theory Methods 46(16):8166–8177 Luo ZD, Yang SC (2013) The asymptotic properties of CVaR estimator under \(\rho \) mixing sequences. Acta Mathematica Sinica (Chinese Series) 56(6):851–870 Mokkadem A (1988) Mixing properties of ARMA processes. Stoch Process Appl 29(2):309–315 Pavlikov K, Uryasev S (2014) CVaR norm and applications in optimization. Optim Lett 8(7):1999–2020 Peracchi F, Tanase AV (2008) On estimating the conditional expected shortfall. Appl Stoch Models Bus Ind 24(5):471–493 Pflug GC (2000) Some remarks on the value-at-risk and the conditional value-at-risk. In: Uryasev S (ed) Probabilistic constrained optimization: methodology and applications. Kluwer Academic Publishers, Dordrecht, pp 272–277 Rockafellar RT, Uryasev S (2000) Optimization of conditional value at risk. J Risk 2(3):21–41 Roussas GG, Ioannides DA (1987) Moment inequalities for mixing sequences of random variables. Stoch Anal Appl 5(1):60–120 Rueda M, Arcos A (2004) Improving ratio-type quantile estimates in a finite population. Stat Pap 45(2):231–248 Scaillet O (2004) Nonparametric estimation and sensitivity analysis of expected shortfall. Math Finance 14(1):115–129 Shao QM (1990) Exponential inequalities for dependent random variables. Acta Mathematicae Applicatae Sinica (English Series) 6(4):338–350 Takeda A, Kanamori T (2009) A robust optimization approach based on conditional value-at-risk measure and its applications to statistical learning problems. Eur J Oper Res 198(1):287–296 Trindade AA, Uryasev S, Shapiro A, Zrazhevsky G (2007) Financial prediction with constrained tail risk. J Bank Finance 31(11):3524–3538 Wang L (2010) Kernel type smoothed quantile estimation under long memory. Stat Pap 51(1):57–67 Yang SC (2000) Moment bounds for strong mixing sequences and their application. J Math Res Expo 20(3):349–359 Yang SC, Li YM (2006) Uniformly asymptotic normality of the regression weighted estimator for strong mixing samples. Acta Mathematica Sinica (Chinese Series) 49(5):1163–1170 Yang SC (2003) Uniformly asymptotic normality of the regression weighted estimator for negatively associated samples. Stat Probab Lett 62(2):101–110 Yu KM, Ally AK, Yang SC et al (2010) Kernel quantile-based estimation of expected shortfall. J Risk 12(4):15–32 Zhang Q, Yang W, Hu S (2014) On bahadur representation for sample quantiles under \(\alpha \)-mixing sequence. Stat Pap 55(2):285–299