A Unified Control Theory Derivation of Discrete-Time Linear Ensemble Kalman Filters

arXiv:2604.164587.5h-index: 1
Predicted impact top 83% in SY · last 90 daysOriginality Synthesis-oriented
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For researchers in state estimation, this provides a theoretical unification of existing EnKF algorithms, but it is primarily a theoretical contribution without empirical validation.

This paper establishes a unified derivation framework for discrete-time linear ensemble Kalman filters by leveraging the duality between estimation and optimal control, showing that different EnKF variants differ only in hyperparameter choices.

The ensemble Kalman filter (EnKF) has become a standard methodology for state estimation in high-dimensional systems, yet its various stochastic and deterministic formulations often appear conceptually disconnected. In this paper, a unified derivation framework for EnKF algorithms are established by leveraging the classical duality between estimation and optimal control, which is the key concept in deriving Kalman filter. By recasting the minimum variance estimation problem into second order moment for the ensembles, we demonstrate that seemingly distinct EnKF variants -- both with or without perturbed observation -- can be systematically classified. Specifically, the duality based framework reveals that the operational differences among these variety of EnKF algorithms reduce to a specific choice of hyperparameters. Ultimately, this perspective not only covers existing EnKF variants but also provides a systematic foundation for designing novel hybrid filters using control theory approach.

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