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Record W2523656441 · doi:10.1093/jjfinec/nbz024

Nonparametric Dynamic Conditional Beta

2019· article· en· W2523656441 on OpenAlex

Why this work is in the frame

A frame that forgets how it found something cannot be audited. These are the routes that admitted this work.

affAt least one author lists a Canadian institution in the pinned OpenAlex snapshot.

Bibliographic record

VenueJournal of Financial Econometrics · 2019
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicFinancial Risk and Volatility Modeling
Canadian institutionsUniversity of New BrunswickMcMaster University
Fundersnot available
KeywordsAutoregressive conditional heteroskedasticityEconometricsConditional varianceEconomicsBETA (programming language)MathematicsBeta distributionConditional probability distributionAutoregressive modelHeteroscedasticityConditional expectationNonparametric statisticsVolatility (finance)StatisticsComputer science

Abstract

fetched live from OpenAlex

Abstract This article derives a dynamic beta representation using a Bayesian semiparametric multivariate generalized autoregressive conditional heteroskedasticity (GARCH) model. The conditional joint distribution of excess stock returns and market excess returns is modeled as a countably infinite mixture of normals. This allows for deviations from the elliptic family of distributions. Empirically, we find the time-varying beta of a stock nonlinearly depends on the expected value of excess market returns. The nonlinear dependence is robust to different GARCH specifications as well as more factors in the model. In highly volatile markets, beta is almost constant, while in stable markets, the beta coefficient can depend asymmetrically on the expected market excess return. We extend the model to several factors and find empirical support for a three-factor model with nonlinear factor sensitives.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.002
metaresearch head score (Gemma)0.001
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesMeta-epidemiology (narrow), Insufficient payload (model declined to judge)
Consensus categoriesInsufficient payload (model declined to judge)
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: Observational
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.296
Threshold uncertainty score1.000

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0020.001
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0010.001
Bibliometrics0.0030.002
Science and technology studies0.0000.000
Scholarly communication0.0000.001
Open science0.0010.000
Research integrity0.0000.001
Insufficient payload (model declined to judge)0.0010.001

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.026
GPT teacher head0.226
Teacher spread0.200 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it