DaJagannathan2005a.java
package org.drip.sample.blacklitterman;
import org.drip.measure.bayesian.*;
import org.drip.measure.continuous.MultivariateMeta;
import org.drip.measure.gaussian.*;
import org.drip.numerical.common.FormatUtil;
import org.drip.service.env.EnvManager;
/*
* -*- mode: java; tab-width: 4; indent-tabs-mode: nil; c-basic-offset: 4 -*-
*/
/*!
* Copyright (C) 2020 Lakshmi Krishnamurthy
* Copyright (C) 2019 Lakshmi Krishnamurthy
* Copyright (C) 2018 Lakshmi Krishnamurthy
* Copyright (C) 2017 Lakshmi Krishnamurthy
* Copyright (C) 2016 Lakshmi Krishnamurthy
*
* This file is part of DROP, an open-source library targeting analytics/risk, transaction cost analytics,
* asset liability management analytics, capital, exposure, and margin analytics, valuation adjustment
* analytics, and portfolio construction analytics within and across fixed income, credit, commodity,
* equity, FX, and structured products. It also includes auxiliary libraries for algorithm support,
* numerical analysis, numerical optimization, spline builder, model validation, statistical learning,
* and computational support.
*
* https://lakshmidrip.github.io/DROP/
*
* DROP is composed of three modules:
*
* - DROP Product Core - https://lakshmidrip.github.io/DROP-Product-Core/
* - DROP Portfolio Core - https://lakshmidrip.github.io/DROP-Portfolio-Core/
* - DROP Computational Core - https://lakshmidrip.github.io/DROP-Computational-Core/
*
* DROP Product Core implements libraries for the following:
* - Fixed Income Analytics
* - Loan Analytics
* - Transaction Cost Analytics
*
* DROP Portfolio Core implements libraries for the following:
* - Asset Allocation Analytics
* - Asset Liability Management Analytics
* - Capital Estimation Analytics
* - Exposure Analytics
* - Margin Analytics
* - XVA Analytics
*
* DROP Computational Core implements libraries for the following:
* - Algorithm Support
* - Computation Support
* - Function Analysis
* - Model Validation
* - Numerical Analysis
* - Numerical Optimizer
* - Spline Builder
* - Statistical Learning
*
* Documentation for DROP is Spread Over:
*
* - Main => https://lakshmidrip.github.io/DROP/
* - Wiki => https://github.com/lakshmiDRIP/DROP/wiki
* - GitHub => https://github.com/lakshmiDRIP/DROP
* - Repo Layout Taxonomy => https://github.com/lakshmiDRIP/DROP/blob/master/Taxonomy.md
* - Javadoc => https://lakshmidrip.github.io/DROP/Javadoc/index.html
* - Technical Specifications => https://github.com/lakshmiDRIP/DROP/tree/master/Docs/Internal
* - Release Versions => https://lakshmidrip.github.io/DROP/version.html
* - Community Credits => https://lakshmidrip.github.io/DROP/credits.html
* - Issues Catalog => https://github.com/lakshmiDRIP/DROP/issues
* - JUnit => https://lakshmidrip.github.io/DROP/junit/index.html
* - Jacoco => https://lakshmidrip.github.io/DROP/jacoco/index.html
*
* Licensed under the Apache License, Version 2.0 (the "License");
* you may not use this file except in compliance with the License.
*
* You may obtain a copy of the License at
* http://www.apache.org/licenses/LICENSE-2.0
*
* Unless required by applicable law or agreed to in writing, software
* distributed under the License is distributed on an "AS IS" BASIS,
* WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
*
* See the License for the specific language governing permissions and
* limitations under the License.
*/
/**
* <i>DaJagannathan2005a</i> reconciles the Outputs of the Black-Litterman Model Process. The References are:
*
* <br><br>
* <ul>
* <li>
* Da, Z., and R. Jagannathan (2005): https://www3.nd.edu/~zda/TeachingNote_Black-Litterman.pdf
* </li>
* <li>
* He. G., and R. Litterman (1999): <i>The Intuition behind the Black-Litterman Model Portfolios</i>
* <b>Goldman Sachs Asset Management</b>
* </li>
* </ul>
*
* <br><br>
* <ul>
* <li><b>Module </b> = <a href = "https://github.com/lakshmiDRIP/DROP/tree/master/ProductCore.md">Product Core Module</a></li>
* <li><b>Library</b> = <a href = "https://github.com/lakshmiDRIP/DROP/tree/master/TransactionCostAnalyticsLibrary.md">Transaction Cost Analytics</a></li>
* <li><b>Project</b> = <a href = "https://github.com/lakshmiDRIP/DROP/tree/master/src/main/java/org/drip/sample/README.md">DROP API Construction and Usage</a></li>
* <li><b>Package</b> = <a href = "https://github.com/lakshmiDRIP/DROP/tree/master/src/main/java/org/drip/sample/blacklitterman/README.md">Canonical Black Litterman and Extensions</a></li>
* </ul>
* <br><br>
*
* @author Lakshmi Krishnamurthy
*/
public class DaJagannathan2005a {
public static final void main (
final String[] astArgs)
throws Exception
{
EnvManager.InitEnv (
"",
true
);
String[] astrAssetID = new String[] {
"A",
"B",
"C"
};
double[] adblAssetExcessReturns = new double[] {
0.01,
0.01,
0.01
};
double[][] aadblAssetExcessReturnsCovariance = new double[][] {
{0.00091, 0.00030, 0.00060},
{0.00030, 0.00011, 0.00020},
{0.00060, 0.00020, 0.00041}
};
double[][] aadblAssetSpaceViewProjection = new double[][] {
{1.000, -1.000, 0.000}
};
double dblTau = 1.00;
double dblDelta = 1.00;
double[] adblProjectionExpectedExcessReturns = new double[] {
0.02
};
double[][] aadblProjectionExcessReturnsCovariance = new double[][] {
{0.0001}
};
double[] adblAssetSpaceJointReturnsReconciler = new double[] {
0.0335,
0.0173,
0.0254
};
R1MultivariateNormal viewDistribution = R1MultivariateNormal.Standard (
new MultivariateMeta (new String[] {"DJVIEW"}),
adblProjectionExpectedExcessReturns,
aadblProjectionExcessReturnsCovariance
);
R1MultivariateNormal r1mnScoping = R1MultivariateNormal.Standard (
new MultivariateMeta (astrAssetID),
adblAssetExcessReturns,
aadblAssetExcessReturnsCovariance
);
ScopingProjectionVariateDistribution spvd = new ScopingProjectionVariateDistribution (r1mnScoping);
spvd.addProjectionDistributionLoading (
"VIEW",
new ProjectionDistributionLoading (
viewDistribution,
aadblAssetSpaceViewProjection
)
);
R1MultivariateConvolutionMetrics jpm = TheilMixedEstimationModel.GenerateComposite (
spvd,
"VIEW",
r1mnScoping
);
R1MultivariateNormal jointDistribution = (R1MultivariateNormal) jpm.joint();
R1MultivariateNormal posteriorDistribution = (R1MultivariateNormal) jpm.posterior();
double[] adblAssetSpaceJointReturns = jointDistribution.mean();
double[][] aadblAssetSpaceJointCovariance = jointDistribution.covariance().covarianceMatrix();
double[][] aadblAssetSpacePosteriorCovariance = posteriorDistribution.covariance().covarianceMatrix();
System.out.println ("\n\t|------------------------||");
System.out.println ("\t| TAU => " + FormatUtil.FormatDouble (dblTau, 1, 8, 1.) + " ||");
System.out.println ("\t| DELTA => " + FormatUtil.FormatDouble (dblDelta, 1, 8, 1.) + " ||");
System.out.println ("\t|------------------------||");
System.out.println ("\n\t|------------------------------------------------------------------------------------------------||");
System.out.println ("\t| PRIOR CROSS ASSET COVARIANCE MATRIX ||");
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
String strHeader = "\t| |";
for (int i = 0; i < astrAssetID.length; ++i)
strHeader += " " + astrAssetID[i] + " |";
System.out.println (strHeader + "|");
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
for (int i = 0; i < astrAssetID.length; ++i) {
String strDump = "\t| " + astrAssetID[i] + " ";
for (int j = 0; j < astrAssetID.length; ++j)
strDump += "|" + FormatUtil.FormatDouble (aadblAssetExcessReturnsCovariance[i][j], 1, 8, 1.) + " ";
System.out.println (strDump + "||");
}
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
System.out.println ("\n\t|------------------------------------------------------------------------------------------------||");
System.out.println ("\t| VIEW SCOPING ASSET PROJECTION LOADING ||");
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
strHeader = "\t| |";
for (int i = 0; i < astrAssetID.length; ++i)
strHeader += " " + astrAssetID[i] + " |";
System.out.println (strHeader + "|");
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
for (int i = 0; i < aadblAssetSpaceViewProjection.length; ++i) {
String strDump = "\t| #" + i + " ";
for (int j = 0; j < astrAssetID.length; ++j)
strDump += "|" + FormatUtil.FormatDouble (aadblAssetSpaceViewProjection[i][j], 1, 8, 1.) + " ";
System.out.println (strDump + "||");
}
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
System.out.println ("\n\t|------------------------------------------------------------------------------------------------||");
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
for (int i = 0; i < aadblAssetSpaceViewProjection.length; ++i) {
String strDump = "\t| #" + i + " ";
for (int j = 0; j < aadblAssetSpaceViewProjection.length; ++j)
strDump += "|" + FormatUtil.FormatDouble (aadblProjectionExcessReturnsCovariance[i][j], 1, 8, 1.) + " ";
System.out.println (strDump + "|" + FormatUtil.FormatDouble (adblProjectionExpectedExcessReturns[i], 1, 2, 100.) + "%");
}
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
System.out.println ("\n\t|------------------------------------------------------------------------------------------------||");
System.out.println ("\t| JOINT CROSS ASSET COVARIANCE MATRIX ||");
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
strHeader = "\t| |";
for (int i = 0; i < astrAssetID.length; ++i)
strHeader += " " + astrAssetID[i] + " |";
System.out.println (strHeader + "|");
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
for (int i = 0; i < astrAssetID.length; ++i) {
String strDump = "\t| " + astrAssetID[i] + " ";
for (int j = 0; j < astrAssetID.length; ++j)
strDump += "|" + FormatUtil.FormatDouble (aadblAssetSpaceJointCovariance[i][j], 1, 8, 1.) + " ";
System.out.println (strDump + "||");
}
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
System.out.println ("\n\t|------------------------------------------------------------------------------------------------||");
System.out.println ("\t| POSTERIOR CROSS ASSET COVARIANCE MATRIX ||");
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
strHeader = "\t| |";
for (int i = 0; i < astrAssetID.length; ++i)
strHeader += " " + astrAssetID[i] + " |";
System.out.println (strHeader + "|");
System.out.println ("\t|------------------------------------------------------------------------------------------------||");
for (int i = 0; i < astrAssetID.length; ++i) {
String strDump = "\t| " + astrAssetID[i] + " ";
for (int j = 0; j < astrAssetID.length; ++j)
strDump += "|" + FormatUtil.FormatDouble (aadblAssetSpacePosteriorCovariance[i][j], 1, 8, 1.) + " ";
System.out.println (strDump + "||");
}
System.out.println ("\t|------------------------------------------------------------------------------------------------||\n");
System.out.println ("\t|------------------------||");
System.out.println ("\t| JOINT/POSTERIOR RETURN ||");
System.out.println ("\t|------------------------||");
System.out.println ("\t| ID => RIOC | DJ05 ||");
System.out.println ("\t|------------------------||");
for (int i = 0; i < adblAssetSpaceJointReturnsReconciler.length; ++i) {
System.out.println (
"\t| [" + astrAssetID[i] + "] => " +
FormatUtil.FormatDouble (adblAssetSpaceJointReturns[i], 1, 2, 100.) + "% |" +
FormatUtil.FormatDouble (adblAssetSpaceJointReturnsReconciler[i], 1, 2, 100.) + "% ||"
);
}
System.out.println ("\t|------------------------||");
EnvManager.TerminateEnv();
}
}