Type: | Package |
Title: | Income Polarization Index |
Version: | 1.1 |
Date: | 2025-05-28 |
Author: | Michail Tsagris [aut, cre] |
Maintainer: | Michail Tsagris <mtsagris@uoc.gr> |
Depends: | R (≥ 4.0) |
Imports: | Rfast, Rfast2, stats |
Description: | The DER (or PaF) income polarization index as proposed by Duclos J. Y., Esteban, J. and Ray D. (2004). "Polarization: concepts, measurement, estimation". Econometrica, 72(6): 1737–1772. <doi:10.1111/j.1468-0262.2004.00552.x>. The index may be computed for a single or for a range of values of the alpha-parameter. Bootstrapping is also available. |
License: | GPL-2 | GPL-3 [expanded from: GPL (≥ 2)] |
NeedsCompilation: | no |
Packaged: | 2025-05-28 10:50:04 UTC; mtsag |
Repository: | CRAN |
Date/Publication: | 2025-05-28 11:30:07 UTC |
Income Polarization Index
Description
Description: The PaF income polarization index as proposed by Duclos J. Y., Esteban, J. and Ray D. (2004). "Polarization: concepts, measurement, estimation". Econometrica, 72(6): 1737–1772. The index may be computed for a single or for a range of values of the \alpha
-parameter and bootstrapping is also available. In all cases, we first divide the data by \mu^{1-\alpha}
, where \mu
is the mean (income), as described in Duclos, Esteban and Ray (2004). If you want to make the index comparable to the Gini index you should divide the alienation component (and the paf eventually) by 2.
Details
Package: | DER |
Type: | Package |
Version: | 1.1 |
Date: | 2025-05-28 |
Maintainers
Michail Tsagris <mtsagris@uoc.gr>.
Author(s)
Michail Tsagris mtsagris@uoc.gr
References
Duclos J. Y., Esteban, J. and Ray D. (2004). Polarization: concepts, measurement, estimation. Econometrica, 72(6): 1737–1772.
Bootstrapping the PaF income polarization index
Description
Bootstrapping the PaF income polarization index
Usage
paf.boot(y, a, R = 1000)
Arguments
y |
A numeric vector with income data. |
a |
The value of |
R |
The number of bootstrap resamples to perform. |
Details
The function compute the PaF index of Duclos, Esteban and Ray (2004) for a specific value of \alpha
, the alienation and identification components, the 1 + normalized covariance, and also their bootstrap estimates, the estimated bias, the estimated standard error of each and the percentile bootstrap confidence interval for the PaF index are returned.
Value
A list including:
boot |
A matrix with the bootstrap estimates. |
index |
The estimates. |
info |
A matrix with: the bootstrap based estimates, the bootstrap estimated bias of the estimates, the bootstrap estimated standard errors of the estimates, and the 95% percentile bootstrap confidence intervals for each component. |
Author(s)
Michail Tsagris.
R implementation and documentation: Michail Tsagris mtsagris@uoc.gr.
References
Duclos J. Y., Esteban, J. and Ray D. (2006). Polarization: concepts, measurement, estimation. In The Social Economics of Poverty (pp. 54–102). Routledge.
Duclos J. Y., Esteban, J. and Ray D. (2004). Polarization: concepts, measurement, estimation. Econometrica, 72(6): 1737–1772.
See Also
Examples
y <- rgamma(100, 10, 0.01)
paf.boot(y, 0.25)
Bootstrapping the decomposed PaF income polarization index
Description
Bootstrapping the decomposed PaF income polarization index
Usage
paf2.boot(y, a, R = 1000)
Arguments
y |
A numeric vector with income data. |
a |
The value of |
R |
The number of bootstrap resamples to perform. |
Details
The function computes the decomposed PaF index of Duclos, Esteban and Ray (2004) for a specific value of \alpha
. The decomposition is with respect to the deprivation and surplus components as suggested by Araar (2008). The PaF index, the deprivation and surplus components, and also their bootstrap estimates, the estimated bias and the estimated standard error of each, and the confidence intervals are returned.
Value
A list including:
boot |
A matrix with the bootstrap estimates. |
index |
The estimates. |
info |
A matrix with: the bootstrap based estimates, the bootstrap estimated bias of the estimates, the bootstrap estimated standard errors of the estimates, and the 95% percentile bootstrap confidence intervals for each component. |
Author(s)
Michail Tsagris.
R implementation and documentation: Michail Tsagris mtsagris@uoc.gr.
References
Araar A. (2008). On the Decomposition of Polarization Indices: Illustrations with Chinese and Nigerian Household Surveys. CIRPEE Working Paper No. 08-06. https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1136142
Duclos J. Y., Esteban, J. and Ray D. (2004). Polarization: concepts, measurement, estimation. Econometrica, 72(6): 1737–1772.
See Also
Examples
y <- rgamma(100, 10, 0.01)
paf2.boot(y, 0.25)
Many PaF income polarization indices
Description
Many PaF income polarization indices
Usage
colpafs(y, a)
Arguments
y |
A numeric matrix with income data. The PaF index will be computed for each column sperately. |
a |
The value of |
Details
The function compute the PaF index of Duclos, Esteban and Ray (2004) for a specific value of \alpha
, for each column of the matrix.
Value
A matrix, where each row contains the PaF index, the alienation (twice the Gini index) and identification components and 1 + the normalized covariance.
Author(s)
Michail Tsagris.
R implementation and documentation: Michail Tsagris mtsagris@uoc.gr.
References
Duclos J. Y., Esteban, J. and Ray D. (2006). Polarization: concepts, measurement, estimation. In The Social Economics of Poverty (pp. 54–102). Routledge.
Duclos J. Y., Esteban, J. and Ray D. (2004). Polarization: concepts, measurement, estimation. Econometrica, 72(6): 1737–1772.
See Also
Examples
y <- matrix( rgamma(100 * 10, 10, 0.01), ncol = 10 )
colpafs(y, 0.25)
Many decomposed PaF income polarization indices
Description
Many decomposed PaF income polarization indices
Usage
colpafs2(y, a)
Arguments
y |
A numeric matrix with income data. The PaF index will be computed for each column sperately. |
a |
The value of |
Details
The function compute the decomposed PaF index of Duclos, Esteban and Ray (2004) for a specific value of \alpha
, for each column of the matrix. The decomposition is with respect to the deprivation and surplus components as suggested by Araar (2008).
Value
A matrix, where each row contains the PaF index, the deprivation and the surplus components.
Author(s)
Michail Tsagris.
R implementation and documentation: Michail Tsagris mtsagris@uoc.gr.
References
Araar A. (2008). On the Decomposition of Polarization Indices: Illustrations with Chinese and Nigerian Household Surveys. CIRPEE Working Paper No. 08-06. https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1136142
Duclos J. Y., Esteban, J. and Ray D. (2004). Polarization: concepts, measurement, estimation. Econometrica, 72(6): 1737–1772.
See Also
Examples
y <- matrix( rgamma(100 * 10, 10, 0.01), ncol = 10 )
colpafs2(y, 0.25)
The PaF income polarization index
Description
The PaF income polarization index
Usage
paf(y, a)
pafF(y, a)
Arguments
y |
A numeric vector with income data. |
a |
The value of |
Details
The functions compute the PaF index of Duclos, Esteban and Ray (2004) for either a specific value, or for a range of values, of \alpha
. The pafF() estimates the index using Eq. (8) and (9) in the paper, whereas paf() is faster as it uses Eq. (3) of the paper.
Value
The paf() function, for a single value of \alpha
, returns a vector with the PaF index, the alienation (twice the Gini index) and identification components and 1 + the normalized covariance. If a range of values of \alpha
are given, it will return a matrix with the same components, where each row corresponds to a specific value of \alpha
.
The pafF() function returns only the PaF index for either one or more values of \alpha
.
Author(s)
Michail Tsagris.
R implementation and documentation: Michail Tsagris mtsagris@uoc.gr.
References
Duclos J. Y., Esteban, J. and Ray D. (2006). Polarization: concepts, measurement, estimation. In The Social Economics of Poverty (pp. 54–102). Routledge.
Duclos J. Y., Esteban, J. and Ray D. (2004). Polarization: concepts, measurement, estimation. Econometrica, 72(6): 1737–1772.
See Also
Examples
y <- rgamma(100, 10, 0.01)
paf(y, 0.25)
paf( y, c(0.25, 0.5, 0.75, 1) )
The decomposed PaF income polarization index
Description
The decomposed PaF income polarization index
Usage
paf2(y, a)
Arguments
y |
A numeric vector with income data. |
a |
The value of |
Details
The function compute the decomposed PaF index of Duclos, Esteban and Ray (2004) for either a specific value, or for a range of values, of \alpha
. The decomposition is with respect to the deprivation and surplus components as suggested by Araar (2008).
Value
For a single value of \alpha
, the function returns a vector with the PaF index, the deprivation and the surplus components. If a range of values of \alpha
are given, it will return a matrix with the same components, where each row corresponds to a specific value of \alpha
.
Author(s)
Michail Tsagris.
R implementation and documentation: Michail Tsagris mtsagris@uoc.gr.
References
Araar A. (2008). On the Decomposition of Polarization Indices: Illustrations with Chinese and Nigerian Household Surveys. CIRPEE Working Paper No. 08-06. https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1136142
Duclos J. Y., Esteban, J. and Ray D. (2004). Polarization: concepts, measurement, estimation. Econometrica, 72(6): 1737–1772.
See Also
Examples
y <- rgamma(100, 10, 0.01)
paf(y, 0.25)
paf2( y, 0.25)