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Next filing · Form 10-Q · Q2 2026 · 54 daysFactor Research · Part 2 published: risk structure in 13F filings across five allocator stylesAPI Update · AOM portfolio chains — single snapshot call for multi-step analyze flowsAPI Update · POST /api/snapshot — canonical JSON portfolio snapshotPart 3 · The One Manager Skill That PersistsPart 1 · One Position, Four BetsNext filing · Form 10-Q · Q2 2026 · 54 daysFactor Research · Part 2 published: risk structure in 13F filings across five allocator stylesAPI Update · AOM portfolio chains — single snapshot call for multi-step analyze flowsAPI Update · POST /api/snapshot — canonical JSON portfolio snapshotPart 3 · The One Manager Skill That PersistsPart 1 · One Position, Four Bets
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Concept · The RiskModels engine (ERM3)

Link beta (λ)

The coefficient that strips a higher level's exposure from a lower one, so each β captures only the *incremental* effect of its own level — no double-counting.

In depth

The orthogonalization coefficient. It strips a higher level's exposure from a lower one before estimating the lower level's beta, so no variance is double-counted across levels.

Formula

r*_sector = r_sector − λ(s→m)·r_m

In the methodology

The three levels: L1, L2, L3 →

Referenced by (0)

No working paper references this concept yet.

Related concepts

ERM3Hierarchical cascade (L1/L2/L3)Explained risk (ER)Replication equationRobust beta (Huber-M)Vasicek shrinkageL-star ruleGeometric attribution bridgeResidual mean-reversion signal
← Hierarchical cascade (L1/L2/L3)The RiskModels engine (ERM3) · 3 / 10Explained risk (ER) →
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