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Record W4411932830 · doi:10.1080/02664763.2025.2525880

A constrained robust Markov regime-switching model for long-term risk evaluation

2025· article· en· W4411932830 on OpenAlex
Shanshan Qin, Beibei Guo, Yuehua Wu, Hong Xie, Jingjing Dong

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.
fundA Canadian funder is recorded on the work.
aboutThe title or abstract carries a Canadian signal from the geographic lexicon.

Bibliographic record

VenueJournal of Applied Statistics · 2025
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicFinancial Risk and Volatility Modeling
Canadian institutionsYork University
FundersNatural Sciences and Engineering Research Council of CanadaNational Natural Science Foundation of China
KeywordsTerm (time)Markov chainComputer scienceMathematicsEconometricsStatistics

Abstract

fetched live from OpenAlex

Markov Regime-Switching (MRS) models are widely used for modeling equity return time series. Yet standard MRS models may inadequately capture the mean reversion behavior of long-term equity returns and exhibit unstable parameter estimation due to their reliance on normality assumptions within each regime. These limitations in model adequacy can compromise the accuracy of risk exposure measurements for invested assets. To address these issues, we propose a constrained robust MRS (CRMRS) model, which integrates an order restriction and sparse constraints on regime means and transition probabilities to better capture mean reversion while employing a general ρ-based least favorable distribution to improve distributional flexibility across regimes. We assess the method's performance through finite-sample simulations under various scenarios in the presence or absence of atypical values. Furthermore, we empirically validate the improvements in model adequacy and risk exposure measurement using monthly returns from the S&P/TSX Composite Index, the benchmark for Canadian equity performance, where S&P and TSX stand for Standard & Poor's and the Toronto Stock Exchange, respectively. Our findings demonstrate that the proposed CRMRS-Huber produces stable parameter estimates and superior approximations of higher-order moments, such as skewness and kurtosis, and provides balanced intermediate risk evaluation across all cases.

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 categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Theoretical or conceptual · Consensus signal: none
GenreCandidate signal: Methods · Consensus signal: none
Teacher disagreement score0.718
Threshold uncertainty score0.647

Codex and Gemma teacher scores by category

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

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 head0.051
GPT teacher head0.285
Teacher spread0.234 · 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