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time-dependent-estimation

This repository contains experiments on the estimation of time-dependent sensitivities / factor loadings in factor models. Random factor models with time-dependent sensitivities are created and the performance of various estimation models are compared. The models implemented include

  • Constant OLS linear regression
  • Rolling OLS linear regression
  • Exponentially weighted OLS linear regression
  • Sensitivities modeled as random walk, estimated with a Kalman filter (henceforth "Kalman")
  • Sensitivities modeled as a local trend model, estimated with a Kalman filter (henceforth "Kalman local trend").

Check the slides "Slides-TimeDependentEstimation.pdf" for more information.

Inspired by the paper: Bentz: Quantitative Equity Investment Management with Time-Varying Factor Sensitivities, in Dunis, Laws, Naim: Applied quantitative methods for trading and investment.

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Experiments on the estimation of time-dependent sensitivities / factor loadings in factor models.

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