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arXiv research

A locally-built, LLM-digested index of recent arXiv papers in quant finance, geometry/topology, and statistical ML — keyword search served straight from SQLite on this machine.

168,742 papers · 148 categories

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265379105 · May 202619922001200920172026
48 results for quantile return

The paper introduces a new method for forecasting financial risk using quantile-based modeling.

problem Forecasting Value-at-Risk (VaR) and Expected Shortfall (ES) for financial returns.
method Semiparametric approach using restricted quantile regression to model the conditional scale of financial returns.
result The method provides robust, distribution-free estimates of extreme losses and captures risk dynamics.

Study finds significant premium for low-beta stocks in firm-level idiosyncratic return distributions.

problem Understanding the role of common idiosyncratic quantile factors in asset pricing.
method Quantile factor analysis to extract common idiosyncratic quantile factors with asymmetric pricing effects.
result Significant premium for innovations to the lower-tail factor: high-beta stocks outperform low-beta stocks by around 7-8% per year.

Paper introduces DQPOPE for estimating return distributions in reinforcement learning.

problem Estimating the entire return distribution from off-policy data.
method Deep quantile process regression for distributional off-policy evaluation.
result DQPOPE achieves statistical advantages by estimating full return distribution with same sample size.

Quantile TD learning outperforms classical TD learning for value estimation.

problem Temporal-difference learning in reinforcement learning.
method Quantile Temporal-Difference Learning (QTD) for policy evaluation.
result QTD offers superior performance to classical TD learning, even in tabular settings.

Motivated by the need for effectively summarising, modelling, and forecasting the distributional characteristics of intra-daily returns, as well as the recent work on forecasting histogram-valued time-series in the area of symbolic data analysis, we develop a time-series model for forecasting quantile-function-valued (…

2017-07-09abs ↗pdf ↗

This paper improves reinforcement learning by estimating return distributions using quantiles.

problem Improving reinforcement learning by estimating return distributions.
method Quantile-based distributional reinforcement learning, using quantile-projected distributional Bellman equations.
result The quantile-based approach achieves optimal sample efficiency and asymptotic efficiency.

This paper improves reinforcement learning by estimating return distributions using quantiles.

problem Improving reinforcement learning by estimating return distributions.
method The paper uses quantile-based distributional reinforcement learning to characterize return distributions.
result The quantile-based approach achieves optimal sample efficiency and asymptotic efficiency.

Value-at-Risk (VaR) is an institutional measure of risk favored by financial regulators. VaR may be interpreted as a quantile of future portfolio values conditional on the information available, where the most common quantile used is 95%. Here we demonstrate Conditional Autoregressive Value at Risk, first introduced by…

2016-03-05abs ↗pdf ↗

Study uses APT and QR to identify risk factors affecting crude oil returns.

problem Determining the risk factors impacting crude oil returns.
method Employed Arbitrage Pricing Theory and Quantile Regression.
result Identified key risk factors: industrial production, inflation, energy prices, yield curve shape, and economic policy uncertainty.

Investors target specific regions of payoff distributions for portfolio optimization.

problem Optimizing portfolio performance across different return distribution regions.
method Developed a dynamic portfolio-choice framework targeting downside or upside quantiles.
result Policies focused on downside regions provide stronger left-tail protection and higher Sharpe ratios.

In this work, we build on recent advances in distributional reinforcement learning to give a generally applicable, flexible, and state-of-the-art distributional variant of DQN. We achieve this by using quantile regression to approximate the full quantile function for the state-action return distribution. By reparameter…

2018-06-14abs ↗pdf ↗

Improved Hawkes model forecasts extreme financial returns more accurately.

problem Forecasting extreme tail events in financial log-returns.
method 2T-POT Hawkes model with multiple exceedance thresholds.
result 2T-POT Hawkes model outperforms GARCH-EVT model in risk forecasting.

This paper develops statistical models for cryptocurrency returns using hidden Markov regression and copulas.

problem Capturing the interrelationships and serial heterogeneity of cryptocurrency returns.
method Hidden Markov regression models with regime-switching copulas for quantiles and expectiles.
result Captures extreme returns and their temporal evolution through a latent Markov chain.

Paper proposes a joint quantile regression for VaR and ES forecasting.

problem Forecasting Value at Risk (VaR) and Expected Shortfall (ES) of multiple assets simultaneously.
method Multivariate quantile regression framework with time-varying process for VaR and ES.
result The proposed method outperforms other models in risk measure forecasts.

Study examines grain futures connectedness during Russia-Ukraine conflict.

problem Quantile return connectedness of grain futures markets during geopolitical instability.
method Dynamic quantile VAR combined with frequency-domain decomposition.
result Heterogeneous spillovers across quantiles, with strong transmitters and persistent receivers.

The study improves VaR forecast accuracy by modeling conditional quantile dynamics.

problem Improving the accuracy of Value-at-Risk (VaR) forecasts for time-varying quantiles.
method Time-varying modeling of VaR, evaluation via simulation, asymmetric Mean Absolute Deviation loss function.
result Substantial improvements in forecasting conditional quantiles by maintaining predicted quantile unchanged.

Proposes QGC to distinguish between lower and upper tail connectivity in financial networks.

problem Identifying systemically important firms using financial data.
method Quantile Granger Causality (QGC) using Lasso penalized quantile regressions.
result QGC networks detect systemic risk more accurately than mean-based networks.

The paper proposes a method for predicting equity premium using penalized quantile regression.

problem Heteroscedasticity and heavy-tails in equity premium prediction.
method Penalized quantile regression with consistent variable selection across multiple quantiles.
result The proposed method outperforms benchmark methods and reveals interesting predictor relationships.

Foundation AI model outperforms traditional VaR methods in forecasting.

problem Forecasting Value-at-Risk (VaR) for financial returns.
method Time-series foundation AI model, pre-trained on diverse datasets, fine-tuned for specific quantiles.
result Fine-tuned foundation model consistently outperforms traditional methods in actual-over-expected ratios.

The study finds that maximizing median returns is the only viable strategy in portfolio selection.

problem Difficulties in studying optimal portfolio strategies due to discontinuity and time inconsistency in maximizing median and quantile returns.
method Used intra-personal equilibrium approach to analyze portfolio selection under median and quantile maximization.
result Median maximization is the only viable strategy, with no investment in risky assets for other quantiles.

This work connects Cramér distance to QR-DQN for DRL.

problem Improving performance in DRL by capturing full distribution of returns.
method Proves Cramér distance's equivalence to 1-Wasserstein distance and proposes a low-complexity algorithm to compute Cramér distance.
result Cramér distance and quantile regression losses yield collinear gradients under non-crossing constraints.

Paper introduces a new robust loss function for RL.

problem Heuristic selection of threshold parameters in quantile Huber loss.
method Derived from Wasserstein distance, captures noise in quantile values.
result Enhances robustness against outliers and enables parameter adjustment.

This paper analyzes quantiles of heavy-tailed distributions, separating projection direction and quantile threshold effects.

problem Analyzing quantiles of heavy-tailed distributions with estimated parameters.
method Introduces a Q-Q orthogonality formulation to separate projection-direction and quantile-threshold effects.
result Decomposes the difference between empirical and population quantiles into three terms.

QR-MIX models joint state-action values as a distribution to handle randomness in MARL.

problem Randomness in rewards and observations leads to randomness in long-term returns in MARL.
method QR-MIX uses quantile regression and combines it with QMIX and IQN to model joint state-action values as a distribution.
result QR-MIX outperforms QMIX in the StarCraft Multi-Agent Challenge (SMAC) environment.

Proposes a method to improve stock index prediction using cointegration and quantile loss.

problem Improving stock prediction accuracy by selecting informative factors and using quantile loss.
method Uses cointegration test to select factors and quantile loss for training models.
result Proposed method outperforms conventional approaches in terms of cumulative return and Sharpe ratio.

We propose and analyze StoROO, an algorithm for risk optimization on stochastic black-box functions derived from StoOO. Motivated by risk-averse decision making fields like agriculture, medicine, biology or finance, we do not focus on the mean payoff but on generic functionals of the return distribution. We provide a g…

2019-04-17abs ↗pdf ↗

A new method models volatile financial time series using v-transforms and copulas.

problem Modeling volatile financial time series with standard methods.
method v-transforms and copulas to describe and estimate time series with arbitrary marginal distributions and copula dynamics.
result The model replicates stylized facts of financial return series and facilitates risk quantification.

A new trading model uses deep reinforcement learning to optimize portfolio weights.

problem Optimizing portfolio weights with risk and return considerations.
method Improved deep reinforcement learning with actor-critic architecture, quantile regression, and asset short selling.
result The proposed model outperforms benchmark strategies in backtesting.

Proposes a new method for big portfolio selection using graph-based conditional moments.

problem Challenges in selecting portfolios for thousands of stocks.
method Graph-based Conditional Moments (GRACE) method: learns quantiles, means, variances, skewness, and kurtosis of stock returns.
result Shows superior performance compared to competitors, especially in measures of conditional variance, skewness, and kurtosis.

The paper develops a method to forecast financial risk multiple steps ahead using quantile time series and historical simulation.

problem Forecasting financial risk multiple steps ahead with accurate estimation of Value-at-Risk (VaR) and Expected Shortfall (ES).
method Quantile-based, semi-parametric historical simulation estimation of VaR and ES models, using quantile loss function and resampling.
result The proposed method accurately forecasts VaR and ES one and multiple steps ahead, superior to existing methods.

New algorithms for efficient return distribution approximation in reinforcement learning.

problem Efficiently approximating unknown return distributions in reinforcement learning.
method Introduced novel distributional dynamic programming algorithms for arbitrary probabilistic reward mechanisms.
result Proved error bounds for the algorithms in Wasserstein and Kolmogorov--Smirnov distances.