L q-regularization of the Kalman Filter for exogenous outlier removal: Application to hedge funds analysis

  • Emmanuelle Jay
  • , Patrick Duvaut
  • , Serge Darolles
  • , Christian Gourieroux

Research output: Chapter in Book/Report/Conference proceedingConference contributionpeer-review

Abstract

This paper presents a simple and efficient exogenous outlier detection & estimation algorithm introduced in a regularized version of the Kalman Filter (KF). Exogenous outliers that may occur in the observations are considered as an additional stochastic impulse process in the KF observation equation that requires a regularization of the innovation in the KF recursive equations. Regularizing with a l 1- or l 2-norm needs to determine the value of the regularization parameter. Since the KF innovation error is assumed to be Gaussian we propose to first detect the possible occurrence of an exogenous impulsive spike and then to estimate its amplitude using an adapted value of the regularization parameter. The algorithm is first validated on synthetic data and then applied to a concrete financial case that deals with the analysis of hedge fund returns. The proposed algorithm can detect anomalies frequently observed in hedge returns such as illiquidity issues.

Original languageEnglish
Title of host publication2011 4th IEEE International Workshop on Computational Advances in Multi-Sensor Adaptive Processing, CAMSAP 2011
Pages29-32
Number of pages4
DOIs
Publication statusPublished - 1 Dec 2011
Externally publishedYes
Event2011 4th IEEE International Workshop on Computational Advances in Multi-Sensor Adaptive Processing, CAMSAP 2011 - San Juan, Puerto Rico
Duration: 13 Dec 201116 Dec 2011

Publication series

Name2011 4th IEEE International Workshop on Computational Advances in Multi-Sensor Adaptive Processing, CAMSAP 2011

Conference

Conference2011 4th IEEE International Workshop on Computational Advances in Multi-Sensor Adaptive Processing, CAMSAP 2011
Country/TerritoryPuerto Rico
CitySan Juan
Period13/12/1116/12/11

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