[Returnanalytics-commits] r2990 - in pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm: . R man

noreply at r-forge.r-project.org noreply at r-forge.r-project.org
Wed Sep 4 23:32:10 CEST 2013


Author: shubhanm
Date: 2013-09-04 23:32:10 +0200 (Wed, 04 Sep 2013)
New Revision: 2990

Added:
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/inst/
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/QP.Norm.Rd
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/table.EMaxDDGBM.Rd
Modified:
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/ACStdDev.annualized.R
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/AcarSim.R
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/CDrawdown.R
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/CalmarRatio.Norm.R
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/GLMSmoothIndex.R
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/chart.Autocorrelation.R
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/ACStdDev.annualized.Rd
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/CalmarRatio.Norm.Rd
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/Cdrawdown.Rd
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/GLMSmoothIndex.Rd
   pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/chart.Autocorrelation.Rd
Log:
Documentation  addition

Modified: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/ACStdDev.annualized.R
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/ACStdDev.annualized.R	2013-09-04 21:05:13 UTC (rev 2989)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/ACStdDev.annualized.R	2013-09-04 21:32:10 UTC (rev 2990)
@@ -11,9 +11,8 @@
 #' 12, quarterly scale = 4)
 #' @param \dots any other passthru parameters
 #' @author Peter Carl,Brian Peterson, Shubhankit Mohan
-#' \url{http://en.wikipedia.org/wiki/Volatility_(finance)}
 #' @references Burghardt, G., and L. Liu, \emph{ It's the Autocorrelation, Stupid (November 2012) Newedge
-#' working paper.}
+#' working paper.} Paper Available at : 
 #' \url{http://www.amfmblog.com/assets/Newedge-Autocorrelation.pdf}
 #' @keywords ts multivariate distribution models
 #' @examples

Modified: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/AcarSim.R
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/AcarSim.R	2013-09-04 21:05:13 UTC (rev 2989)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/AcarSim.R	2013-09-04 21:32:10 UTC (rev 2990)
@@ -62,16 +62,16 @@
     
       r[j,2:37]=monthly+(sig*dz*sqrt(3*dt))
     
-    ddown[j,i,1]= ES((r[j,]),.99)
+    ddown[j,i,1]= ES((r[j,]),.99, method="modified")
     ddown[j,i,1][is.na(ddown[j,i,1])] <- 0
     fddown[i,1]=fddown[i,1]+ddown[j,i,1]
-    ddown[j,i,2]= ES((r[j,]),.95)
+    ddown[j,i,2]= ES((r[j,]),.95, method="modified")
     ddown[j,i,2][is.na(ddown[j,i,2])] <- 0
     fddown[i,2]=fddown[i,2]+ddown[j,i,2]
-    ddown[j,i,3]= ES((r[j,]),.90)
+    ddown[j,i,3]= ES((r[j,]),.90, method="modified")
     ddown[j,i,3][is.na(ddown[j,i,3])] <- 0
     fddown[i,3]=fddown[i,3]+ddown[j,i,3]
-    ddown[j,i,4]= ES((r[j,]),.85)
+    ddown[j,i,4]= ES((r[j,]),.85, method="modified")
     ddown[j,i,4][is.na(ddown[j,i,4])] <- 0
     fddown[i,4]=fddown[i,4]+ddown[j,i,4]
     assign("last.warning", NULL, envir = baseenv())

Modified: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/CDrawdown.R
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/CDrawdown.R	2013-09-04 21:05:13 UTC (rev 2989)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/CDrawdown.R	2013-09-04 21:32:10 UTC (rev 2990)
@@ -21,7 +21,7 @@
 #' @param p confidence interval
 #' @param ... adiitional parameters
 #' @author Peter Carl, Brian Peterson, Shubhankit Mohan
-#' @references Chekhlov, Alexei, Uryasev, Stanislav P. and Zabarankin, Michael, \emph{Drawdown Measure in Portfolio Optimization} (June 25, 2003). Available at SSRN: \url{http://ssrn.com/abstract=544742} or \url{http://dx.doi.org/10.2139/ssrn.544742}
+#' @references Chekhlov, Alexei, Uryasev, Stanislav P. and Zabarankin, Michael, \emph{Drawdown Measure in Portfolio Optimization} (June 25, 2003). Paper available at SSRN: \url{http://ssrn.com/abstract=544742} or \url{http://dx.doi.org/10.2139/ssrn.544742}
 #' @keywords Conditional Drawdown models
 #' @examples
 #' 

Modified: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/CalmarRatio.Norm.R
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/CalmarRatio.Norm.R	2013-09-04 21:05:13 UTC (rev 2989)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/CalmarRatio.Norm.R	2013-09-04 21:32:10 UTC (rev 2990)
@@ -27,7 +27,7 @@
 #' traditionally and default .1 (10\%)
 #' @author Brian G. Peterson , Peter Carl , Shubhankit Mohan
 #' @references Bacon, Carl, Magdon-Ismail, M. and Amir Atiya,\emph{ Maximum drawdown. Risk Magazine,} 01 Oct 2004.
-#' \url{http://www.cs.rpi.edu/~magdon/talks/mdd_NYU04.pdf}
+#' Paper Available at : \url{http://www.cs.rpi.edu/~magdon/talks/mdd_NYU04.pdf}
 #' @keywords ts multivariate distribution models
 #' @examples
 #' 

Modified: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/GLMSmoothIndex.R
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/GLMSmoothIndex.R	2013-09-04 21:05:13 UTC (rev 2989)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/GLMSmoothIndex.R	2013-09-04 21:32:10 UTC (rev 2990)
@@ -14,7 +14,7 @@
 #' @param ... Additional Parameters
 #' @author Peter Carl, Brian Peterson, Shubhankit Mohan
 #' @aliases Return.Geltner
-#' @references \emph{Getmansky, Mila, Lo, Andrew W. and Makarov, Igor} An Econometric Model of Serial Correlation and Illiquidity in Hedge Fund Returns (March 1, 2003). MIT Sloan Working Paper No. 4288-03; MIT Laboratory for Financial Engineering Working Paper No. LFE-1041A-03; EFMA 2003 Helsinki Meetings. Available at SSRN: \url{http://ssrn.com/abstract=384700}
+#' @references \emph{Getmansky, Mila, Lo, Andrew W. and Makarov, Igor} An Econometric Model of Serial Correlation and Illiquidity in Hedge Fund Returns (March 1, 2003). MIT Sloan Working Paper No. 4288-03; MIT Laboratory for Financial Engineering Working Paper No. LFE-1041A-03; EFMA 2003 Helsinki Meetings. Paper available at SSRN: \url{http://ssrn.com/abstract=384700}
 #' 
 #' @keywords ts multivariate distribution models non-iid 
 #' @examples

Modified: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/chart.Autocorrelation.R
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/chart.Autocorrelation.R	2013-09-04 21:05:13 UTC (rev 2989)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/R/chart.Autocorrelation.R	2013-09-04 21:32:10 UTC (rev 2990)
@@ -13,7 +13,7 @@
 #' @seealso \code{\link[graphics]{boxplot}}
 #' @references Burghardt, G., and L. Liu, \emph{ It's the Autocorrelation, Stupid (November 2012) Newedge
 #' working paper.}
-#' \url{http://www.amfmblog.com/assets/Newedge-Autocorrelation.pdf}
+#' Paper Available at : \url{http://www.amfmblog.com/assets/Newedge-Autocorrelation.pdf}
 #' @keywords Autocorrelation lag factors
 #' @examples
 #' 

Modified: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/ACStdDev.annualized.Rd
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/ACStdDev.annualized.Rd	2013-09-04 21:05:13 UTC (rev 2989)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/ACStdDev.annualized.Rd	2013-09-04 21:32:10 UTC (rev 2990)
@@ -1,53 +1,52 @@
-\name{ACStdDev.annualized}
-\alias{ACStdDev.annualized}
-\alias{sd.annualized}
-\alias{sd.multiperiod}
-\alias{StdDev.annualized}
-\title{Autocorrleation adjusted Standard Deviation}
-\usage{
-  ACStdDev.annualized(R, lag = 6, scale = NA, ...)
-}
-\arguments{
-  \item{R}{an xts, vector, matrix, data frame, timeSeries
-  or zoo object of asset returns}
-
-  \item{lag}{: number of autocorrelated lag factors
-  inputted by user}
-
-  \item{scale}{number of periods in a year (daily scale =
-  252, monthly scale = 12, quarterly scale = 4)}
-
-  \item{\dots}{any other passthru parameters}
-}
-\description{
-  Incorporating the component of lagged autocorrelation
-  factor into adjusted time scale standard deviation
-  translation
-}
-\details{
-  Given a sample of historical returns R(1),R(2), . .
-  .,R(T),the method assumes the fund manager smooths
-  returns in the following manner, when 't' is the unit
-  time interval: The square root time translation can be
-  defined as : \deqn{ \sigma(T) = T \sqrt\sigma(t)}
-}
-\examples{
-library(PerformanceAnalytics)
-data(edhec)
-ACStdDev.annualized(edhec,3)
-}
-\author{
-  Peter Carl,Brian Peterson, Shubhankit Mohan
-  \url{http://en.wikipedia.org/wiki/Volatility_(finance)}
-}
-\references{
-  Burghardt, G., and L. Liu, \emph{ It's the
-  Autocorrelation, Stupid (November 2012) Newedge working
-  paper.}
-  \url{http://www.amfmblog.com/assets/Newedge-Autocorrelation.pdf}
-}
-\keyword{distribution}
-\keyword{models}
-\keyword{multivariate}
-\keyword{ts}
-
+\name{ACStdDev.annualized}
+\alias{ACStdDev.annualized}
+\alias{sd.annualized}
+\alias{sd.multiperiod}
+\alias{StdDev.annualized}
+\title{Autocorrleation adjusted Standard Deviation}
+\usage{
+  ACStdDev.annualized(R, lag = 6, scale = NA, ...)
+}
+\arguments{
+  \item{R}{an xts, vector, matrix, data frame, timeSeries
+  or zoo object of asset returns}
+
+  \item{lag}{: number of autocorrelated lag factors
+  inputted by user}
+
+  \item{scale}{number of periods in a year (daily scale =
+  252, monthly scale = 12, quarterly scale = 4)}
+
+  \item{\dots}{any other passthru parameters}
+}
+\description{
+  Incorporating the component of lagged autocorrelation
+  factor into adjusted time scale standard deviation
+  translation
+}
+\details{
+  Given a sample of historical returns R(1),R(2), . .
+  .,R(T),the method assumes the fund manager smooths
+  returns in the following manner, when 't' is the unit
+  time interval: The square root time translation can be
+  defined as : \deqn{ \sigma(T) = T \sqrt\sigma(t)}
+}
+\examples{
+library(PerformanceAnalytics)
+data(edhec)
+ACStdDev.annualized(edhec,3)
+}
+\author{
+  Peter Carl,Brian Peterson, Shubhankit Mohan
+}
+\references{
+  Burghardt, G., and L. Liu, \emph{ It's the
+  Autocorrelation, Stupid (November 2012) Newedge working
+  paper.} Paper Available at :
+  \url{http://www.amfmblog.com/assets/Newedge-Autocorrelation.pdf}
+}
+\keyword{distribution}
+\keyword{models}
+\keyword{multivariate}
+\keyword{ts}
+

Modified: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/CalmarRatio.Norm.Rd
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/CalmarRatio.Norm.Rd	2013-09-04 21:05:13 UTC (rev 2989)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/CalmarRatio.Norm.Rd	2013-09-04 21:32:10 UTC (rev 2990)
@@ -46,7 +46,8 @@
 }
 \references{
   Bacon, Carl, Magdon-Ismail, M. and Amir Atiya,\emph{
-  Maximum drawdown. Risk Magazine,} 01 Oct 2004.
+  Maximum drawdown. Risk Magazine,} 01 Oct 2004. Paper
+  Available at :
   \url{http://www.cs.rpi.edu/~magdon/talks/mdd_NYU04.pdf}
 }
 \keyword{distribution}

Modified: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/Cdrawdown.Rd
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/Cdrawdown.Rd	2013-09-04 21:05:13 UTC (rev 2989)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/Cdrawdown.Rd	2013-09-04 21:32:10 UTC (rev 2990)
@@ -50,7 +50,7 @@
 \references{
   Chekhlov, Alexei, Uryasev, Stanislav P. and Zabarankin,
   Michael, \emph{Drawdown Measure in Portfolio
-  Optimization} (June 25, 2003). Available at SSRN:
+  Optimization} (June 25, 2003). Paper available at SSRN:
   \url{http://ssrn.com/abstract=544742} or
   \url{http://dx.doi.org/10.2139/ssrn.544742}
 }

Modified: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/GLMSmoothIndex.Rd
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/GLMSmoothIndex.Rd	2013-09-04 21:05:13 UTC (rev 2989)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/GLMSmoothIndex.Rd	2013-09-04 21:32:10 UTC (rev 2990)
@@ -41,7 +41,7 @@
   Illiquidity in Hedge Fund Returns (March 1, 2003). MIT
   Sloan Working Paper No. 4288-03; MIT Laboratory for
   Financial Engineering Working Paper No. LFE-1041A-03;
-  EFMA 2003 Helsinki Meetings. Available at SSRN:
+  EFMA 2003 Helsinki Meetings. Paper available at SSRN:
   \url{http://ssrn.com/abstract=384700}
 }
 \keyword{distribution}

Added: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/QP.Norm.Rd
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/QP.Norm.Rd	                        (rev 0)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/QP.Norm.Rd	2013-09-04 21:32:10 UTC (rev 2990)
@@ -0,0 +1,22 @@
+\name{QP.Norm}
+\alias{QP.Norm}
+\title{QP function for calculation of Sharpe Ratio}
+\usage{
+  QP.Norm(R, tau, scale = NA)
+}
+\arguments{
+  \item{R}{an xts, vector, matrix, data frame, timeSeries
+  or zoo object of asset returns}
+
+  \item{tau}{Time Scale Translations Factor}
+
+  \item{scale}{number of periods in a year (daily scale =
+  252, monthly scale =}
+}
+\description{
+  QP function for calculation of Sharpe Ratio
+}
+\seealso{
+  \code{\link{CalmarRatio.Norm}}, \cr
+}
+

Modified: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/chart.Autocorrelation.Rd
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/chart.Autocorrelation.Rd	2013-09-04 21:05:13 UTC (rev 2989)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/chart.Autocorrelation.Rd	2013-09-04 21:32:10 UTC (rev 2990)
@@ -1,44 +1,44 @@
-\name{chart.Autocorrelation}
-\alias{chart.Autocorrelation}
-\title{Stacked Bar Autocorrelation Plot}
-\usage{
-  chart.Autocorrelation(R)
-}
-\arguments{
-  \item{R}{an xts, vector, matrix, data frame, timeSeries
-  or zoo object of an asset return}
-}
-\value{
-  Stack Bar plot of lagged return coefficients
-}
-\description{
-  A wrapper to create box and whiskers plot of lagged
-  autocorrelation analysis
-}
-\details{
-  We have also provided controls for all the symbols and
-  lines in the chart. One default, set by
-  \code{as.Tufte=TRUE}, will strip chartjunk and draw a
-  Boxplot per recommendations by Burghardt, Duncan and
-  Liu(2013)
-}
-\examples{
-data(edhec)
-chart.Autocorrelation(edhec[,1])
-}
-\author{
-  Peter Carl, Brian Peterson, Shubhankit Mohan
-}
-\references{
-  Burghardt, G., and L. Liu, \emph{ It's the
-  Autocorrelation, Stupid (November 2012) Newedge working
-  paper.}
-  \url{http://www.amfmblog.com/assets/Newedge-Autocorrelation.pdf}
-}
-\seealso{
-  \code{\link[graphics]{boxplot}}
-}
-\keyword{Autocorrelation}
-\keyword{factors}
-\keyword{lag}
-
+\name{chart.Autocorrelation}
+\alias{chart.Autocorrelation}
+\title{Stacked Bar Autocorrelation Plot}
+\usage{
+  chart.Autocorrelation(R)
+}
+\arguments{
+  \item{R}{an xts, vector, matrix, data frame, timeSeries
+  or zoo object of an asset return}
+}
+\value{
+  Stack Bar plot of lagged return coefficients
+}
+\description{
+  A wrapper to create box and whiskers plot of lagged
+  autocorrelation analysis
+}
+\details{
+  We have also provided controls for all the symbols and
+  lines in the chart. One default, set by
+  \code{as.Tufte=TRUE}, will strip chartjunk and draw a
+  Boxplot per recommendations by Burghardt, Duncan and
+  Liu(2013)
+}
+\examples{
+data(edhec)
+chart.Autocorrelation(edhec[,1])
+}
+\author{
+  Peter Carl, Brian Peterson, Shubhankit Mohan
+}
+\references{
+  Burghardt, G., and L. Liu, \emph{ It's the
+  Autocorrelation, Stupid (November 2012) Newedge working
+  paper.} Paper Available at :
+  \url{http://www.amfmblog.com/assets/Newedge-Autocorrelation.pdf}
+}
+\seealso{
+  \code{\link[graphics]{boxplot}}
+}
+\keyword{Autocorrelation}
+\keyword{factors}
+\keyword{lag}
+

Added: pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/table.EMaxDDGBM.Rd
===================================================================
--- pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/table.EMaxDDGBM.Rd	                        (rev 0)
+++ pkg/PerformanceAnalytics/sandbox/Shubhankit/noniid.sm/man/table.EMaxDDGBM.Rd	2013-09-04 21:32:10 UTC (rev 2990)
@@ -0,0 +1,57 @@
+\name{table.EMaxDDGBM}
+\alias{table.EMaxDDGBM}
+\title{Expected Drawdown using Brownian Motion Assumptions}
+\usage{
+  table.EMaxDDGBM(R, digits = 4)
+}
+\arguments{
+  \item{R}{an xts, vector, matrix, data frame, timeSeries
+  or zoo object of asset returns}
+
+  \item{digits}{significant number}
+}
+\description{
+  Works on the model specified by Maddon-Ismail which
+  investigates the behavior of this statistic for a
+  Brownian motion with drift.
+}
+\details{
+  If X(t) is a random process on [0, T ], the maximum
+  drawdown at time T , D(T), is defined by where \deqn{D(T)
+  = sup [X(s) - X(t)]} where s belongs to [0,t] and s
+  belongs to [0,T] Informally, this is the largest drop
+  from a peak to a bottom. In this paper, we investigate
+  the behavior of this statistic for a Brownian motion with
+  drift. In particular, we give an infinite series
+  representation of its distribution, and consider its
+  expected value. When the drift is zero, we give an
+  analytic expression for the expected value, and for
+  non-zero drift, we give an infinite series
+  representation. For all cases, we compute the limiting
+  \bold{(\eqn{T tends to \infty})} behavior, which can be
+  logarithmic (\eqn{\mu} > 0), square root (\eqn{\mu} = 0),
+  or linear (\eqn{\mu} < 0).
+}
+\examples{
+library(PerformanceAnalytics)
+data(edhec)
+table.EMaxDDGBM(edhec)
+}
+\author{
+  Shubhankit Mohan
+}
+\references{
+  Magdon-Ismail, M., Atiya, A., Pratap, A., and Yaser S.
+  Abu-Mostafa: On the Maximum Drawdown of a Browninan
+  Motion, Journal of Applied Probability 41, pp. 147-161,
+  2004
+  \url{http://alumnus.caltech.edu/~amir/drawdown-jrnl.pdf}
+}
+\keyword{Assumptions}
+\keyword{Brownian}
+\keyword{Drawdown}
+\keyword{Expected}
+\keyword{models}
+\keyword{Motion}
+\keyword{Using}
+



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