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Main Authors: Bernardi, Enrico, Farnè, Matteo
Format: Preprint
Published: 2022
Subjects:
Online Access:https://arxiv.org/abs/2209.04867
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author Bernardi, Enrico
Farnè, Matteo
author_facet Bernardi, Enrico
Farnè, Matteo
contents This paper provides a comprehensive estimation framework for large covariance matrices via a log-det heuristics augmented by a nuclear norm plus $\ell_{1}$-norm penalty. We develop the model framework, which includes high-dimensional approximate factor models with a sparse residual covariance. We prove that the aforementioned log-det heuristics is locally convex with a Lipschitz-continuous gradient, so that a proximal gradient algorithm may be stated to numerically solve the problem while controlling the threshold parameters. The proposed optimization strategy recovers in a single step both the covariance matrix components and the latent rank and the residual sparsity pattern with high probability, and performs systematically not worse than the corresponding estimators employing Frobenius loss in place of the log-det heuristics. The error bounds for the ensuing low rank and sparse covariance matrix estimators are established, and the identifiability conditions for the latent geometric manifolds are provided, improving existing literature. The validity of outlined results is highlighted by an exhaustive simulation study and a financial data example involving Euro Area banks.
format Preprint
id arxiv_https___arxiv_org_abs_2209_04867
institution arXiv
publishDate 2022
record_format arxiv
spellingShingle Large covariance matrix estimation via penalized log-det heuristics
Bernardi, Enrico
Farnè, Matteo
Statistics Theory
Methodology
26B25, 65F55, 15A18
This paper provides a comprehensive estimation framework for large covariance matrices via a log-det heuristics augmented by a nuclear norm plus $\ell_{1}$-norm penalty. We develop the model framework, which includes high-dimensional approximate factor models with a sparse residual covariance. We prove that the aforementioned log-det heuristics is locally convex with a Lipschitz-continuous gradient, so that a proximal gradient algorithm may be stated to numerically solve the problem while controlling the threshold parameters. The proposed optimization strategy recovers in a single step both the covariance matrix components and the latent rank and the residual sparsity pattern with high probability, and performs systematically not worse than the corresponding estimators employing Frobenius loss in place of the log-det heuristics. The error bounds for the ensuing low rank and sparse covariance matrix estimators are established, and the identifiability conditions for the latent geometric manifolds are provided, improving existing literature. The validity of outlined results is highlighted by an exhaustive simulation study and a financial data example involving Euro Area banks.
title Large covariance matrix estimation via penalized log-det heuristics
topic Statistics Theory
Methodology
26B25, 65F55, 15A18
url https://arxiv.org/abs/2209.04867