Estimation of Sparsity-Induced Weak Factor Models

A-Tier
Journal: Journal of Business & Economic Statistics
Year: 2022
Volume: 41
Issue: 1
Pages: 213-227

Authors (2)

Yoshimasa Uematsu (not in RePEc) Takashi Yamagata (University of York)

Score contribution per author:

2.011 = (α=2.01 / 2 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

This article investigates estimation of sparsity-induced weak factor (sWF) models, with large cross-sectional and time-series dimensions (N and T, respectively). It assumes that the kth largest eigenvalue of a data covariance matrix grows proportionally to Nαk with unknown exponents 0<αk≤1 for k=1,…,r . Employing the same rotation of the principal components (PC) estimator, the growth rate αk is linked to the degree of sparsity of kth factor loadings. This is much weaker than the typical assumption on the recent factor models, in which all the r largest eigenvalues diverge proportionally to N. We apply the method of sparse orthogonal factor regression (SOFAR) by Uematsu et al. (2019) to estimate the sWF models and derive the estimation error bound. Importantly, our method also yields consistent estimation of αk. A finite sample experiment shows that the performance of the new estimator uniformly dominates that of the PC estimator. We apply our method to forecasting bond yields and the results demonstrate that our method outperforms that based on the PC. We also analyze S&P500 firm security returns and find that the first factor is consistently near strong while the others are weak.

Technical Details

RePEc Handle
repec:taf:jnlbes:v:41:y:2022:i:1:p:213-227
Journal Field
Econometrics
Author Count
2
Added to Database
2026-01-29