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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 \alpha. This can be a number only, between 0.25 and 1.

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

paf, paf2.boot

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 \alpha. This can be a number only, between 0.25 and 1.

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

paf2, paf.boot

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 \alpha, a number between 0.25 and 1.

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

paf, colpafs2

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 \alpha, a number between 0.25 and 1.

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

paf2, colpafs

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 \alpha. This can either be a number or a vector with many values. In any case, the \alpha may take values between 0.25 and 1.

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

paf.boot

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 \alpha. This can either be a number or a vector with many values. In any case, the \alpha may take values between 0.25 and 1.

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

colpafs2, paf

Examples

y <- rgamma(100, 10, 0.01)
paf(y, 0.25)
paf2( y, 0.25)

These binaries (installable software) and packages are in development.
They may not be fully stable and should be used with caution. We make no claims about them.