Research Article
Econometric Modeling to Measure the Efficiency of Sharpe’s
Ratio with Strong Autocorrelation Portfolios
Karime Chahu´ an-Jim´ enez ,
1
Rolando Rubilar-Torrealba ,
2
and Hanns de la Fuente-Mella
3
1
Escuela de Auditor´ ıa, Centro de Investigaci´ on en Negocios y Gesti´ on Empresarial,
Facultad de Ciencias Econ´ omicas y Administrativas, Universidad de Valpara´ ıso, Valpara´ ıso 2362735, Chile
2
Departamento de Ciencias Econ´ omicas y Administrativas, Facultad de Ciencias Jur´ ıdicas, Econ´ omicas y Administrativas,
Universidad Cat´ olica de Temuco, Temuco 4810302, Chile
3
Escuela de Comercio, Facultad de Ciencias Econ´ omicas y Administrativas, Pontificia Universidad Cat´ olica de Valpara´ ıso,
Valpara´ ıso 2340031, Chile
Correspondence should be addressed to Rolando Rubilar-Torrealba; rolando.rubilar@postgrado.uv.cl
Received 11 August 2021; Revised 28 September 2021; Accepted 23 December 2021; Published 10 January 2022
Academic Editor: A. Dionisio
Copyright © 2022 Karime Chahu´ an-Jim´ enez et al. is is an open access article distributed under the Creative Commons
Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is
properly cited.
Sharpe’s ratio is the most widely used index for establishing an order of priority for the portfolios to which the investor has access,
and the purpose of this investigation is to verify that Sharpe’s ratio allows decisions to be made in investment portfolios
considering different financial market conditions. e research is carried out by autoregressive model (AR) of the financial series
of returns using Sharpe’s ratio for evaluations looking over the priority of financial assets which the investor can access while
observing the effects that can cause autocorrelated series in evaluation measures for financial assets. e results presented in this
study confirm the hypothesis proposed in which Sharpe’s ratio allows decisions to be made in the selection of investment
portfolios under normal conditions thanks to the definition of a robustness function, whose empirical estimation shows an
average 73% explanation of the variance in the degradation of the Spearman coefficient for each of the performance measures;
however, given the presence of autocorrelation in the financial series of returns, this similarity is broken.
1. Introduction
e assessment of financial assets determines how an in-
vestment has behaved against some contrast parameter,
providing signals about whether a decision exceeds or falls
short of the investor’s expectations. is type of evaluation
improves financial activity by making an investment deci-
sion based on a set of alternatives, enabling the investor to
make an adequate selection regarding the combination of
risk and return. e investor, using information about the
yields of financial assets, can make decisions about the
composition of his or her portfolio.
According to Cesarone et al. [1], the risk parity model is
always the most stable in all the cases analysed with respect
to the composition of the portfolio. In addition, minimum
risk models are often more stable than maximum risk-gain
models, and the minimum variance model is usually the
preferred one. Bessler et al. [2] indicated that diversification
benefits use various asset allocation strategies, such as 1/N,
risk parity, minimum variance, and mean variance, ana-
lysing whether an industry- or country-based approach
provides superior performance, but depending on the
conditions of the financial markets, a strategy could be better
compared with another depending on the assets that make
up the portfolio.
According to Bailey et al. [3], a portfolio design based
on retrospective tests often fails to deliver real perfor-
mance. e research indicates that, given any desired
performance profile, a portfolio composed of common
securities is designed as constituent of the S&P 500 index,
which achieves the desired profiling based on sample
backtest data.
Hindawi
Complexity
Volume 2022, Article ID 5006392, 10 pages
https://doi.org/10.1155/2022/5006392