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Next filing · Form 10-Q · Q2 2026 · 54 days
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
Ledger
    • Beyond Active Share
    • Cascade Hedging and the Cost of Interpretability
    • Decile One, Not Ticker by Ticker
    • ERM3 Cascade-Residual Persistence and the Allocator Skill Signal
    • Every Position Has a Level Too
    • RiskModels Quarterly Funds Report — Q1 2026
    • The Industry Beneath the Index
    • When does a spin-off start having returns?
    • Who got NVDA right before it became benchmark exposure?
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Concept · Stock-level risk (bottom-up)

Residual

The part of a stock's return left after the factor model is removed. RiskModels emphasizes the residual as where selection skill lives.

In depth

After the orthogonal cascade strips market, sector, and subsector, what's left is the residual — the pure idiosyncratic bet, where selection skill lives. RiskModels treats the residual as the thing worth measuring, not a leftover.

Formula

ε_i = r_i − Σ_k β_ik · f_k

Compute it with the API

GET /api/metrics/{ticker}

# pip install riskmodels-py
client.get_metrics("NVDA", as_dataframe=True)["l3_residual_er"]

Full API docs ↗

In the methodology

Explained risk: variance decomposition →

Referenced by (7)

  • Beyond Active Share

    A within-mandate manager-efficiency framework using ERM3 residual decomposition

  • Every Position Has a Level Too

    How RiskModels picks the right hedge depth automatically, per stock, per day

  • Decile One, Not Ticker by Ticker

    Server-side rank screening turns the universe into one queryable cross-section

  • Cascade Hedging and the Cost of Interpretability

    Subsector ETF value, joint optimization, and executable hedge layers across 9,074 US mutual funds

  • RiskModels Quarterly Funds Report — Q1 2026

    Top cohort holdings refresh, factor decomposition, and residual winners for the March 2026 reporting window

  • Who got NVDA right before it became benchmark exposure?

    Early ownership, active conviction, and residual attribution in U.S. mutual-fund managers, 2019–2026

  • ERM3 Cascade-Residual Persistence and the Allocator Skill Signal

    Top-decile rank persistence, active-share comparison, and tail-stratified inference across 1,000 top-AUM US mutual funds

Related concepts

Factor modelBeta (β)IdiosyncraticAlpha (α)Hedge ratioVariance decompositionReturn attribution
← Beta (β)Stock-level risk (bottom-up) · 3 / 8Idiosyncratic →
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