Memory Effects, Multiple Time Scales and Local Stability in Langevin Models of the S&P500 Market Correlation

Fuente: arXiv
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Main Authors: Wand, Tobias, Heßler, Martin, Kamps, Oliver
Format: Preprint
Published: 2023
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author Wand, Tobias
Heßler, Martin
Kamps, Oliver
author_facet Wand, Tobias
Heßler, Martin
Kamps, Oliver
contents The analysis of market correlations is crucial for optimal portfolio selection of correlated assets, but their memory effects have often been neglected. In this work, we analyse the mean market correlation of the S&P500 which corresponds to the main market mode in principle component analysis. We fit a generalised Langevin equation (GLE) to the data whose memory kernel implies that there is a significant memory effect in the market correlation ranging back at least three trading weeks. The memory kernel improves the forecasting accuracy of the GLE compared to models without memory and hence, such a memory effect has to be taken into account for optimal portfolio selection to minimise risk or for predicting future correlations. Moreover, a Bayesian resilience estimation provides further evidence for non-Markovianity in the data and suggests the existence of a hidden slow time scale that operates on much slower times than the observed daily market data. Assuming that such a slow time scale exists, our work supports previous research on the existence of locally stable market states.
format Preprint
id arxiv_https___arxiv_org_abs_2307_12744
institution arXiv
publishDate 2023
record_format arxiv
spellingShingle Memory Effects, Multiple Time Scales and Local Stability in Langevin Models of the S&P500 Market Correlation
Wand, Tobias
Heßler, Martin
Kamps, Oliver
Statistical Finance
Data Analysis, Statistics and Probability
The analysis of market correlations is crucial for optimal portfolio selection of correlated assets, but their memory effects have often been neglected. In this work, we analyse the mean market correlation of the S&P500 which corresponds to the main market mode in principle component analysis. We fit a generalised Langevin equation (GLE) to the data whose memory kernel implies that there is a significant memory effect in the market correlation ranging back at least three trading weeks. The memory kernel improves the forecasting accuracy of the GLE compared to models without memory and hence, such a memory effect has to be taken into account for optimal portfolio selection to minimise risk or for predicting future correlations. Moreover, a Bayesian resilience estimation provides further evidence for non-Markovianity in the data and suggests the existence of a hidden slow time scale that operates on much slower times than the observed daily market data. Assuming that such a slow time scale exists, our work supports previous research on the existence of locally stable market states.
title Memory Effects, Multiple Time Scales and Local Stability in Langevin Models of the S&P500 Market Correlation
topic Statistical Finance
Data Analysis, Statistics and Probability
url https://arxiv.org/abs/2307.12744