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Extreme Value Theory in Finance Analysis

Extreme Value Theory (EVT) is crucial for estimating rare but costly extreme events in financial markets, utilizing methods like the Fisher-Tippett theorem and the peaks-over-threshold (POT) approach. The Generalized Pareto Distribution (GPD) is used for modeling excess losses, with a focus on selecting an appropriate threshold to balance observations and applicability. Multivariate EVT addresses the dependence of extreme values across multiple variables, employing copulas for modeling due to the complexity of simultaneous extreme occurrences.

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0% found this document useful (0 votes)
22 views8 pages

Extreme Value Theory in Finance Analysis

Extreme Value Theory (EVT) is crucial for estimating rare but costly extreme events in financial markets, utilizing methods like the Fisher-Tippett theorem and the peaks-over-threshold (POT) approach. The Generalized Pareto Distribution (GPD) is used for modeling excess losses, with a focus on selecting an appropriate threshold to balance observations and applicability. Multivariate EVT addresses the dependence of extreme values across multiple variables, employing copulas for modeling due to the complexity of simultaneous extreme occurrences.

Uploaded by

hwason8
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Parametric Approaches (II):

Extreme Value

Extreme Value Theory

 Estimating extreme values is important because they can


be very costly. The challenge is that because they are rare,
many have not even been observed. Thus, it is difficult to
model them.
 Extreme value theory (EVT) can be used to model
extreme events in financial markets and to compute VaR
as well as ES.

© Kaplan, Inc. 1

1
Extreme Value Theory (cont.)

 Extreme value theorems provide a template for estimating


the parameters used to describe extreme movements.
 One approach for estimating parameters is the Fisher-
Tippett theorem. According to this theorem, as the sample
size n gets larger, the distribution of extremes converges to
the generalized extreme value (GEV) distribution.

© Kaplan, Inc. 2

Extreme Value Theory (cont.)


  x – μ
–1/ξ 
F(X | ξ,μ,σ) = exp  –  1+ ξ ×   if ξ ≠ 0
  σ 
  x – μ 
F(X | ξ,μ,σ) = exp  –exp    if ξ = 0
  σ 
 x – μ
 1+ ξ ×  > 0
σ
© Kaplan, Inc. 3

2
Extreme Value Theory (cont.)
1. If ξ > 0, the GEV becomes a Frechet distribution, and the
tails are “heavy”—as is the case for the t-distribution and
Pareto distributions.
2. If ξ = 0, the GEV becomes a Gumbel distribution, and the
tails are “light”—as is the case for the normal and
lognormal distributions.
3. If ξ < 0, the GEV becomes a Weibull distribution, and the
tails are “lighter” than a normal distribution.
© Kaplan, Inc. 4

Peaks-Over-Threshold Approach

 The peaks-over-threshold (POT) approach is an


application of EVT to the distribution of excess losses over
a high threshold.
 It requires fewer parameters than approaches based on
extreme value theorems.
 It assumes that observations beyond the threshold follow a
generalized Pareto distribution (GPD).
© Kaplan, Inc. 5

3
Generalized Pareto Distribution

 The GPD exhibits a curve that dips below the normal


distribution prior to the tail.
 It then moves above the normal distribution until it reaches
the extreme tail.
 Because all distributions of excess losses converge to the
GPD, it is the natural model for excess losses.

© Kaplan, Inc. 6

Generalized Pareto Distribution (cont.)

 When applying the GPD, the researcher must choose a


threshold.
 There is a tradeoff because the threshold must be high
enough so that the GPD applies, but it must be low
enough so there are sufficient observations above the
threshold to estimate the parameters.

© Kaplan, Inc. 7

4
Tradeoff in Setting the Threshold

β  n 
–ξ

VaR = u +   (1– confidence level) – 1
ξ   Nu  
 

VaR β – ξu
ES = +
1– ξ 1– ξ

© Kaplan, Inc. 8

GARP 2018 Market Risk Q1 (also 2017 Q1)

An investment bank with an active position in commodity futures is using the peaks-over-threshold (POT)
methodology for estimating VaR and ES at the 99% confidence level. The bank’s risk managers have set a
threshold level to evaluate excess losses. The choice of the threshold, they argue, is suitable and consistent
with the finding that 5.00% of the observations are in excess of the threshold value. The risk managers have
concluded that the position’s VaR using the POT measure is 4.45%. The VaR estimate incorporates the
following assumptions generated from the managers’ empirical analysis:

Parameter Symbol Value


Loss threshold u 3
Number of observations N 740
Number of observations that exceed threshold n 37
Scale ß 0.75
Shape (tail index) e 0.22

Given the VaR value and the parameter assumptions, which of the following is correct?
A. Increasing the value of the tail index lowers both the ES and the VaR.
B. Increasing the loss threshold level increases both the ES and the VaR.
C. The value of ES is 4.57%.
D. The value of ES is 5.71%.
© Kaplan, Inc. 9

5
GARP 2018 Q1—Answer
ES calculation

VaR β − εu 4.45 0.75 − 0.22 × 3


ES = + ES = + = 5.82%
1− ε 1− ε 1 − 0.22 1 − 0.22

ES tail index a.k.a. the shape/tail parameter


 The higher the value, the fatter the tail, the larger the ES value

ES loss threshold level


 Think of this like a significance level (e.g., 5% or 1%)
 The lower the threshold, the further out into the distribution tail, the higher the ES value
 Tutor Tip: if you knew this last point, there was no need to do the calculation!
 Correct answer: B
© Kaplan, Inc. 10

GEV vs. POT

1. GEV uses block max/min.


2. POT requires a choice of threshold.
3. Data may help someone decide which approach is easier
from an estimation perspective.

© Kaplan, Inc. 11

6
Multivariate EVT

 Multivariate EVT is important because many extreme values are


dependent on each other, and elliptical distribution analysis and
correlations are not useful in the modeling of extreme values for
multivariate distributions.
 Modeling multivariate extremes requires the use of copulas.
 Given that more than one random variable is involved, modeling
these extremes can be challenging due to the rarity of multiple
extreme values occurring at the same time.

© Kaplan, Inc. 12

Sample Exam Question


Which of the following statements regarding extreme value
theory (EVT) is false?
a. Traditional approaches for estimating VaR may fail to
properly account for fat tails.
b. In contrast to the historical simulation approach, EVT only
considers the tail behavior of the return distribution.
c. When smoothing the tail of the distribution, EVT ignores
extreme events.
d. EVT is able to model ES, which is sometimes referred to as
conditional VaR.
© Kaplan, Inc. 13

7
Sample Exam Question – Answer

Answer: c
EVT does not ignore extreme events and losses (usually
referred to as outliers) in the data set.

© Kaplan, Inc. 14

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