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Derivation of Yule-Walker Equations


AR(2) Model & Yule-Walker Equations Explained Simply | r1 & r2 Derivation Guide

AR(2) Model & Yule–Walker Equations Explained Simply

This guide explains autoregressive models and Yule–Walker equations in a simple, step-by-step way. You'll learn how to estimate parameters and understand autocorrelation terms like \(r_1\) and \(r_2\).


1. What is an AR(2) Model?

The AR(2) model predicts a value using its past two values:

\[ x_t = \phi_1 x_{t-1} + \phi_2 x_{t-2} + \varepsilon_t \]

Goal: Estimate \( \phi_1 \) and \( \phi_2 \).


2. Matrix Form (Linear Regression)

We rewrite the model as:

\[ x = A\phi \]

  • A: matrix of past values
  • \(\phi\): parameters
  • x: observed values

Solution:

\[ \hat{\phi} = (A^T A)^{-1} A^T x \]


3. Autocorrelation Terms

We define:

  • \( r_0 = E[x_t^2] \) (variance)
  • \( r_1 = E[x_t x_{t-1}] \)
  • \( r_2 = E[x_t x_{t-2}] \)

4. Yule–Walker Matrix (Toeplitz Structure)

The system becomes:

\[ \begin{bmatrix} r_0 & r_1 \\ r_1 & r_0 \end{bmatrix} \begin{bmatrix} \phi_1 \\ \phi_2 \end{bmatrix} = \begin{bmatrix} r_1 \\ r_2 \end{bmatrix} \]

This matrix is Toeplitz because values depend only on lag.


5. Deriving r₁

Multiply the model by \(x_{t-1}\):

\[ r_1 = E[x_t x_{t-1}] \]

Result:

\[ r_1 = \phi_1 r_0 + \phi_2 r_1 + \phi_3 r_2 + \cdots + \phi_p r_{p-1} \]

The noise term disappears because it is independent of past values.


6. Deriving r₂

Multiply the model by \(x_{t-2}\):

\[ r_2 = E[x_t x_{t-2}] \]

Result:

\[ r_2 = \phi_1 r_1 + \phi_2 r_0 + \phi_3 r_1 + \phi_4 r_2 + \cdots + \phi_p r_{p-2} \]


7. General Yule–Walker Equation

\[ r_k = \phi_1 r_{k-1} + \phi_2 r_{k-2} + \cdots + \phi_p r_{k-p} \]


8. Intuition

Each autocorrelation value is built from past correlations weighted by model coefficients.

  • \(r_1\): depends on immediate past
  • \(r_2\): depends on deeper past

This creates a structured system that allows solving for model parameters.


9. Why Toeplitz Matrix?

Because the process is stationary:

\[ r_k = r_{-k} \]

So matrix entries depend only on distance \(|i - j|\).


10. Final Takeaway

Yule–Walker equations transform a time series problem into a linear algebra problem.

  • Multiply by lagged values
  • Take expectations
  • Use autocorrelations
  • Solve linear system

This is the foundation of many time series estimation methods.

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