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/*
 * Copyright 2015-16, Yahoo! Inc.
 * Licensed under the terms of the Apache License 2.0. See LICENSE file at the project root for terms.
 */

package com.yahoo.sketches;

/**
 * Confidence intervals for binomial proportions.
 *
 * 

This class computes an approximation to the Clopper-Pearson confidence interval * for a binomial proportion. Exact Clopper-Pearson intervals are strictly * conservative, but these approximations are not.

* *

The main inputs are numbers n and k which are not the same as other things * that are called n and k in our sketching library. There is also a third * parameter, numStdDev, that specifies the desired confidence level.

*
    *
  • n is the number of independent randomized trials. It is given and therefore known. *
  • *
  • p is the probability of a trial being a success. It is unknown.
  • *
  • k is the number of trials (out of n) that turn out to be successes. It is * a random variable governed by a binomial distribution. After any given * batch of n independent trials, the random variable k has a specific * value which is observed and is therefore known.
  • *
  • pHat = k / n is an unbiased estimate of the unknown success * probability p.
  • *
* *

Alternatively, consider a coin with unknown heads probability p. Where * n is the number of independent flips of that coin, and k is the number * of times that the coin comes up heads during a given batch of n flips. * This class computes a frequentist confidence interval [lowerBoundOnP, upperBoundOnP] for the * unknown p.

* *

Conceptually, the desired confidence level is specified by a tail probability delta.

* *

Ideally, over a large ensemble of independent batches of trials, * the fraction of batches in which the true p lies below lowerBoundOnP would be at most * delta, and the fraction of batches in which the true p lies above upperBoundOnP * would also be at most delta. * *

Setting aside the philophical difficulties attaching to that statement, it isn't quite * true because we are approximating the Clopper-Pearson interval.

* *

Finally, we point out that in this class's interface, the confidence parameter delta is * not specified directly, but rather through a "number of standard deviations" numStdDev. * The library effectively converts that to a delta via delta = normalCDF (-1.0 * numStdDev).

* *

It is perhaps worth emphasizing that the library is NOT merely adding and subtracting * numStdDev standard deviations to the estimate. It is doing something better, that to some * extent accounts for the fact that the binomial distribution has a non-gaussian shape.

* *

In particular, it is using an approximation to the inverse of the incomplete beta function * that appears as formula 26.5.22 on page 945 of the "Handbook of Mathematical Functions" * by Abramowitz and Stegun.

* * @author Kevin Lang */ public final class BoundsOnBinomialProportions { // confidence intervals for binomial proportions private BoundsOnBinomialProportions() {} /** * Computes lower bound of approximate Clopper-Pearson confidence interval for a binomial * proportion. * *

Implementation Notes:
* The approximateLowerBoundOnP is defined with respect to the right tail of the binomial * distribution.

*
    *
  • We want to solve for the p for which sumj,k,nbino(j;n,p) * = delta.
  • *
  • We now restate that in terms of the left tail.
  • *
  • We want to solve for the p for which sumj,0,(k-1)bino(j;n,p) * = 1 - delta.
  • *
  • Define x = 1-p.
  • *
  • We want to solve for the x for which Ix(n-k+1,k) = 1 - delta.
  • *
  • We specify 1-delta via numStdDevs through the right tail of the standard normal * distribution.
  • *
  • Smaller values of numStdDevs correspond to bigger values of 1-delta and hence to smaller * values of delta. In fact, usefully small values of delta correspond to negative values of * numStdDevs.
  • *
  • return p = 1-x.
  • *
* * @param n is the number of trials. Must be non-negative. * @param k is the number of successes. Must be non-negative, and cannot exceed n. * @param numStdDevs the number of standard deviations defining the confidence interval * @return the lower bound of the approximate Clopper-Pearson confidence interval for the * unknown success probability. */ public static double approximateLowerBoundOnP(long n, long k, double numStdDevs) { checkInputs(n, k); if (n == 0) { return 0.0; } // the coin was never flipped, so we know nothing else if (k == 0) { return 0.0; } else if (k == 1) { return (exactLowerBoundOnPForKequalsOne(n, deltaOfNumStdevs(numStdDevs))); } else if (k == n) { return (exactLowerBoundOnPForKequalsN(n, deltaOfNumStdevs(numStdDevs))); } else { double x = abramowitzStegunFormula26p5p22(n - k + 1, k, (-1.0 * numStdDevs)); return (1.0 - x); // which is p } } /** * Computes upper bound of approximate Clopper-Pearson confidence interval for a binomial * proportion. * *

Implementation Notes:
* The approximateUpperBoundOnP is defined with respect to the left tail of the binomial * distribution.

*
    *
  • We want to solve for the p for which sumj,0,kbino(j;n,p) * = delta.
  • *
  • Define x = 1-p.
  • *
  • We want to solve for the x for which Ix(n-k,k+1) = delta.
  • *
  • We specify delta via numStdDevs through the right tail of the standard normal * distribution.
  • *
  • Bigger values of numStdDevs correspond to smaller values of delta.
  • *
  • return p = 1-x.
  • *
* @param n is the number of trials. Must be non-negative. * @param k is the number of successes. Must be non-negative, and cannot exceed n. * @param numStdDevs the number of standard deviations defining the confidence interval * @return the upper bound of the approximate Clopper-Pearson confidence interval for the * unknown success probability. */ public static double approximateUpperBoundOnP(long n, long k, double numStdDevs) { checkInputs(n, k); if (n == 0) { return 1.0; } // the coin was never flipped, so we know nothing else if (k == n) { return 1.0; } else if (k == n - 1) { return (exactUpperBoundOnPForKequalsNminusOne(n, deltaOfNumStdevs(numStdDevs))); } else if (k == 0) { return (exactUpperBoundOnPForKequalsZero(n, deltaOfNumStdevs(numStdDevs))); } else { double x = abramowitzStegunFormula26p5p22(n - k, k + 1, numStdDevs); return (1.0 - x); // which is p } } /** * Computes an estimate of an unknown binomial proportion. * @param n is the number of trials. Must be non-negative. * @param k is the number of successes. Must be non-negative, and cannot exceed n. * @return the estimate of the unknown binomial proportion. */ public static double estimateUnknownP(long n, long k) { checkInputs(n, k); if (n == 0) { return 0.5; } // the coin was never flipped, so we know nothing else { return ((double) k / (double) n); } } private static void checkInputs(long n, long k) { if (n < 0) { throw new SketchesArgumentException("N must be non-negative"); } if (k < 0) { throw new SketchesArgumentException("K must be non-negative"); } if (k > n) { throw new SketchesArgumentException("K cannot exceed N"); } } /** * Computes an approximation to the erf() function. * @param x is the input to the erf function * @return returns erf(x), accurate to roughly 7 decimal digits. */ public static double erf(double x) { if (x < 0.0) { return (-1.0 * (erf_of_nonneg(-1.0 * x))); } else { return (erf_of_nonneg(x)); } } /** * Computes an approximation to normalCDF(x). * @param x is the input to the normalCDF function * @return returns the approximation to normalCDF(x). */ public static double normalCDF(double x) { return (0.5 * (1.0 + (erf(x / (Math.sqrt(2.0)))))); } //@formatter:off // Abramowitz and Stegun formula 7.1.28, p. 88; Claims accuracy of about 7 decimal digits */ private static double erf_of_nonneg(double x) { // The constants that appear below, formatted for easy checking against the book. // a1 = 0.07052 30784 // a3 = 0.00927 05272 // a5 = 0.00027 65672 // a2 = 0.04228 20123 // a4 = 0.00015 20143 // a6 = 0.00004 30638 double a1 = 0.0705230784; double a3 = 0.0092705272; double a5 = 0.0002765672; double a2 = 0.0422820123; double a4 = 0.0001520143; double a6 = 0.0000430638; double x2 = x * x; // x squared, x cubed, etc. double x3 = x2 * x; double x4 = x2 * x2; double x5 = x2 * x3; double x6 = x3 * x3; double sum = ( 1.0 + a1 * x + a2 * x2 + a3 * x3 + a4 * x4 + a5 * x5 + a6 * x6 ); double sum2 = sum * sum; // raise the sum to the 16th power double sum4 = sum2 * sum2; double sum8 = sum4 * sum4; double sum16 = sum8 * sum8; return (1.0 - (1.0 / sum16)); } private static double deltaOfNumStdevs(double kappa) { return (normalCDF(-1.0 * kappa)); } //@formatter:on // Formula 26.5.22 on page 945 of Abramowitz & Stegun, which is an approximation // of the inverse of the incomplete beta function I_x(a,b) = delta // viewed as a scalar function of x. // In other words, we specify delta, and it gives us x (with a and b held constant). // However, delta is specified in an indirect way through yp which // is the number of stdevs that leaves delta probability in the right // tail of a standard gaussian distribution. // We point out that the variable names correspond to those in the book, // and it is worth keeping it that way so that it will always be easy to verify // that the formula was typed in correctly. private static double abramowitzStegunFormula26p5p22(double a, double b, double yp) { double b2m1 = 2.0 * b - 1.0; double a2m1 = 2.0 * a - 1.0; double lambda = ((yp * yp) - 3.0) / 6.0; double htmp = (1.0 / a2m1) + (1.0 / b2m1); double h = 2.0 / htmp; double term1 = yp * (Math.sqrt(h + lambda)) / h; double term2 = (1.0 / b2m1) - (1.0 / a2m1); double term3 = lambda + (5.0 / 6.0) - (2.0 / (3.0 * h)); double w = term1 - (term2 * term3); double xp = a / (a + (b * (Math.exp(2.0 * w)))); return xp; } // Formulas for some special cases. private static double exactUpperBoundOnPForKequalsZero(double n, double delta) { return (1.0 - Math.pow(delta, (1.0 / n))); } private static double exactLowerBoundOnPForKequalsN(double n, double delta) { return (Math.pow(delta, (1.0 / n))); } private static double exactLowerBoundOnPForKequalsOne(double n, double delta) { return (1.0 - Math.pow((1.0 - delta), (1.0 / n))); } private static double exactUpperBoundOnPForKequalsNminusOne(double n, double delta) { return (Math.pow((1.0 - delta), (1.0 / n))); } }




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