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Robust Estimation of Realized Correlation: New Insight about Intraday Fluctuations in Market Betas

Peter Reinhard Hansen, Yiyao Luo

arXiv 30 Oct 2023 · Econometrics · 3 citations (OpenAlex)

arXiv:2310.19992 · PDF · DOI · OpenAlex · Extracted main text

Abstract

Time-varying volatility is an inherent feature of most economic time-series, which causes standard correlation estimators to be inconsistent. The quadrant correlation estimator is consistent but very inefficient. We propose a novel subsampled quadrant estimator that improves efficiency while preserving consistency and robustness. This estimator is particularly well-suited for high-frequency financial data and we apply it to a large panel of US stocks. Our empirical analysis sheds new light on intra-day fluctuations in market betas by decomposing them into time-varying correlations and relative volatility changes. Our results show that intraday variation in betas is primarily driven by intraday variation in correlations.

Citation extraction

72
references
101
in-text mentions
73
distinct cited
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12,214
main-text words

appendix boundary found by appendix_command · 65% of the source is main text. Read the extracted text to check this.

Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1Mancini (2009) `Non-parametric threshold estimation for models with stochastic diffusion coefficient and jumps', Scandinavian Journal of Statis…0.8434475%
2Barndorff-Nielsen, Hansen, Lunde \ Shephard (2011) `Multivariate realised kernels: consistent positive semi-definite estimators of the covariation of equity prices with noise and…0.84333100%
3Andersen, Dobrev \ Schaumburg (2012) `Jump-robust volatility estimation using nearest neighbor truncation', Journal of Econometrics 169, 75–930.7373367%
4Andersen, Thyrsgaard \ Todorov (2021) `Recalcitrant betas: Intraday variation in the cross-sectional dispersion of systematic risk', Quantitative Economics 12, 647–6820.73732100%
5Hansen \ Lunde (2006) `Realized Variance and Market Microstructure Noise', Journal of Business and Economic Statistics 24, 127–1610.73732100%
zhang-mykland-aitsahalia:05unmatched citation key zhang-mykland-aitsahalia:050.73732100%
7Ait-Sahalia, Fan \ Xiu (2010) `High-frequency covariance estimates with noisy and asynchronous financial data', Journal of the American Statistical Associatio…0.64422100%
8Barndorff-Nielsen, Hansen, Lunde \ Shephard (2011) `Subsampling realised kernels', Journal of Econometrics 160, 204–2190.64422100%
9Barndorff-Nielsen, Hansen, Lunde \ Shephard (2008) `Designing realised kernels to measure the ex-post variation of equity prices in the presence of noise', Econometrica 76, 1481–5360.64422100%
10Bandi \ Russell (2006) `Separating microstructure noise from volatility', Journal of Financial Economics 79, 655–6920.64422100%

Showing the top 10 of 73 scored citations. 1 of these could not be matched to a bibliography entry, so only the citation key is shown.

Cited by, within the corpus

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Citing paperIntensityMentionsSections
1A nonparametric test for diurnal variation in spot correlation processes0.84333
2A Robust Similarity Estimator0.64422
3The Generalized Fisher Transformation: Finite-Sample Properties and Inference0.40511