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  2. Kelly criterion - Wikipedia

    en.wikipedia.org/wiki/Kelly_criterion

    Example of the optimal Kelly betting fraction, versus expected return of other fractional bets. In probability theory, the Kelly criterion (or Kelly strategy or Kelly bet) is a formula for sizing a sequence of bets by maximizing the long-term expected value of the logarithm of wealth, which is equivalent to maximizing the long-term expected geometric growth rate.

  3. Hamada's equation - Wikipedia

    en.wikipedia.org/wiki/Hamada's_equation

    The formulas are not correct if the firm follows a constant leverage policy, i.e. the firm rebalances its capital structure so that debt capital remains at a constant percentage of equity capital, which is a more common and realistic assumption than a fixed dollar debt (Brealey, Myers, Allen, 2010). If the firm is assumed to rebalance its debt ...

  4. Leverage (statistics) - Wikipedia

    en.wikipedia.org/wiki/Leverage_(statistics)

    This makes the fitted model likely to pass close to a high leverage observation. [1] Hence high-leverage points have the potential to cause large changes in the parameter estimates when they are deleted i.e., to be influential points. Although an influential point will typically have high leverage, a high leverage point is not necessarily an ...

  5. Consumer leverage ratio - Wikipedia

    en.wikipedia.org/wiki/Consumer_leverage_ratio

    The consumer leverage ratio in the US was increasing in the years before the 2007–2008 financial crisis, peaking at 1.29x in 2007 and decreasing ever since. As of the fourth quarter of 2016, the ratio in the US stood at 1.04x. The historical average of this ratio since late 1975 is approximately 0.9x.

  6. Debt-to-equity ratio - Wikipedia

    en.wikipedia.org/wiki/Debt-to-equity_ratio

    D/C = ⁠ D / D+E ⁠ = ⁠ D/E / 1 + D/E ⁠ The debt-to-total assets (D/A) is defined as D/A = ⁠ total liabilities / total assets ⁠ = ⁠ debt / debt + equity + (non-financial liabilities) ⁠ It is a problematic measure of leverage, because an increase in non-financial liabilities reduces this ratio. [3] Nevertheless, it is in common use.

  7. Piotroski F-score - Wikipedia

    en.wikipedia.org/wiki/Piotroski_F-Score

    Change in Leverage (long-term) ratio (1 point if the ratio is lower this year compared to the previous one, 0 otherwise); Change in Current ratio (1 point if it is higher in the current year compared to the previous one, 0 otherwise); Change in the number of shares (1 point if no new shares were issued during the last year); Operating Efficiency

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  9. Mahalanobis distance - Wikipedia

    en.wikipedia.org/wiki/Mahalanobis_distance

    Mahalanobis distance and leverage are often used to detect outliers, especially in the development of linear regression models. A point that has a greater Mahalanobis distance from the rest of the sample population of points is said to have higher leverage since it has a greater influence on the slope or coefficients of the regression equation.