Homogenization

Averaging a fast hidden variable, and computing what the average leaves out.

Many models carry a slow quantity of interest and a fast one that nobody observes: a regime that switches, a volatility that mean-reverts quickly, a coefficient that oscillates on a small spatial scale. The first step is always the same. Replace the fast variable by its average. Homogenization treats that averaged model as the leading term and computes the next one, the corrector, as a series in the ratio of the two scales.

The mechanism

Let the fast variable have generator $\mathcal{L}_0/\varepsilon$ and the slow variable generator $\mathcal{L}_1$, so that an expectation $u^\varepsilon$ solves $\partial_t u^\varepsilon = \varepsilon^{-1}\mathcal{L}_0 u^\varepsilon + \mathcal{L}_1 u^\varepsilon$. Expand $u^\varepsilon = u_0 + \varepsilon u_1 + \dots$ and match powers of $\varepsilon$.

The same steps apply with a diffusive scaling, $\varepsilon^{-2}\mathcal{L}_0 + \varepsilon^{-1}\mathcal{L}_{\mathrm{mix}} + \mathcal{L}_1$, which is the setting of periodic media and of fast mean-reverting volatility. The averaged coefficient is then not always the plain average.

Examples

Regime-switching survival

fast a two-state chain switching the mean level and volatility of an Ornstein–Uhlenbeck hazard

averaged Vasicek's bond price with the regime averages

corrector every order in $1/\lambda$, in closed form, checked against a numerical solution

The expansion · terms adding up · orders

Fast mean-reverting volatility

fast a mean-reverting factor driving the volatility of an asset or a short rate

averaged constant volatility at its effective level

corrector first order in the square root of the fast time scale, through a few group parameters

Fouque, Papanicolaou and Sircar; Cotton et al. (2004)

Periodic media

fast a coefficient oscillating on a small spatial scale

averaged an effective coefficient; in one dimension the harmonic mean, not the arithmetic mean

corrector the solution of the cell problem

Bensoussan, Lions and Papanicolaou (1978)

Choice among racing processes

fast hidden kinetics of competing correlated Cox processes

averaged Luce's choice axiom, the softmax

corrector a first correction of Green–Kubo type, uniform over blocked subsets

kinetics.microprediction.org

Conformal prediction

fast the state on which the forecast error depends

averaged residuals pooled across states, and a quantile of the pool

corrector not computed; the certificate holds without it, and the sharpness lost is priced in nats

Homogenization without the corrector

Forecast calibration

fast latent regimes behind a forecaster's residuals

averaged one effective width for the predictive distribution

corrector a hedged two-point Gaussian scale mixture, learned online

homogenization in skaters

The regime-switching example is worked out in full, with a numerical solution to check against and demonstrations. The others link to where they are developed. The bibliography and literature map currently cover the regime-switching example and the classical theory.

Cite

Cotton, P. (2001). An Analytic Approach to Ornstein–Uhlenbeck Processes with Fluctuating Parameters and Applications in the Modeling of Fixed Income Securities. PhD thesis, Stanford University.

Comments and corrections are welcome through GitHub issues.