Received: 12 May 2017 Revised: 11 January 2019 Accepted: 12 February 2019
DOI: 10.1002/asmb.2443
RESEARCH ARTICLE
Time series of functional data with application to
yield curves
Rituparna Sen
1
Claudia Klüppelberg
2
1
Applied Statistics Division, Indian
Statistical Institute, Kolkata, India
2
Lehrstuhl fr Mathematische Statistik,
Technische Universität München,
Munich, Germany
Correspondence
Rituparna Sen, Applied Statistics Division,
Indian Statistical Institute, Kolkata, India.
Email: rsen@isichennai.res.in
Abstract
We develop time series analysis of functional data observed discretely, treating
the whole curve as a random realization from a distribution on functions that
evolve over time. The method consists of principal components analysis of func-
tional data and subsequently modeling the principal component scores as vector
autoregressive moving averag (VARMA) process. We justify the method by show-
ing that an underlying ARMAH structure of the curves leads to a VARMA
structure on the principal component scores. We derive asymptotic properties
of the estimators, fits, and forecast. For term structures of interest rates, these
provide a unified framework for studying the time and maturity components of
interest rates under one setup with few parametric assumptions. We apply the
method to the yield curves of USA and India. We compare our forecasts to the
parametric model that is based on Nelson-Siegel curves. In another application,
we study the dependence of long term interest rate on the short term interest
rate using functional regression.
KEYWORDS
asymptotics, functional principal component, functional regression, prediction, vector ARMA
1 INTRODUCTION
Functional data analysis (FDA, see the work of Ramsay and Silverman
1
for an overview) is an extension of multivariate
data analysis to functional data, where each observation is a curve, rather than a vector in R
n
. An important feature of
FDA is its ability to handle dependencies within each observation, especially smoothness, ordering, and neighborhood.
Actual observations can be at discrete and irregular points within the curve. The first step of FDA is to replace these actual
observations by a simple functional representation. Spline-based approximation is the most commonly used method.
Kernel or wavelet-based approximations are also used. FDA has been successfully applied to real-life problems such as
analysis of child size evolution,
1
climatic variation,
2
handwriting in Chinese,
3
medical research,
4
behavioral sciences,
5
spectrometry data,
6
etc.
An important tool of FDA is functional principal component analysis (FPCA, see the works of Castro et al
7
and Rice and
Silverman
8
). Functional processes can be characterized by their mean function and the eigenfunctions of the autocovari-
ance operator. This is a consequence of the Karhunen-Loève representation of the functional process. The components of
this representation can be estimated. Individual trajectories are then represented by their functional principal component
scores, which are available for subsequent statistical analysis. This often leads to substantial dimension reduction.
Most of the development in FDA has been with independent and identical replications of function valued data. This
permits the use of information from multiple curves to identify patterns. However, in certain situations, it is unrealistic to
1028 © 2019 John Wiley & Sons, Ltd. wileyonlinelibrary.com/journal/asmb Appl Stochastic Models Bus Ind. 2019;35:1028–1043.