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Documentation for LD matrix methods#3416

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apragsdale wants to merge 15 commits intotskit-dev:mainfrom
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Documentation for LD matrix methods#3416
apragsdale wants to merge 15 commits intotskit-dev:mainfrom
apragsdale:ld_matrix_docs

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@apragsdale
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See #3353.

This largely pulls material from an existing, open PR to complete minimal documentation for the LD matrix methods currently available in tskit. I've made edits for clarity from the original PR, and removed some material that is possibly confusing or more information than needed for a user.

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codecov bot commented Mar 6, 2026

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✅ All modified and coverable lines are covered by tests.
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I've had a quick read through and generally looks great. I've spotted a few typos and left a few take-it-or-leave-it comments.

I haven't thought through the details at all through, and I think it needs a careful review from @petrelharp for that.

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Thanks so much for the quick review, @jeromekelleher. I agree with your suggestions and will fix things up accordingly.

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lkirk commented Mar 9, 2026

I think this will also need a changelog entry, since adding documentation will announce that this API is now public. Does that happen here or in a later part of the release pipeline?

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That could happen here!

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We can add to the changelog here or not, whichever is easier. We do need a review from you though @petrelharp as I'm not on top of the stats details.

@jeromekelleher jeromekelleher added this to the 1.1.0 milestone Mar 10, 2026
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I've created a milestone for version 1.1, which will basically be this new LD API plus the new metadata codec. Would be good to get it shipped in the next week or so if possible.

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See suggested edits (and feel free to say I'm wrong on any).

Comment on lines +10957 to +10961
Similarly, in the branch mode, the ``positions`` argument specifies
loci for which the expectation for the two-locus statistic is computed
over pairs of trees at those positions. LD stats are computed between
trees whose ``[start, end)`` contains the given position (such that
repeats of trees are possible). Similar to the site mode, a nested list
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Similarly, in the branch mode, the ``positions`` argument specifies
loci for which the expectation for the two-locus statistic is computed
over pairs of trees at those positions. LD stats are computed between
trees whose ``[start, end)`` contains the given position (such that
repeats of trees are possible). Similar to the site mode, a nested list
Similarly, in the branch mode, the ``positions`` argument specifies
genomic coordinates at which the expectation for the two-locus statistic
is computed, given the local tree structure. This defaults to computing
the LD for each pair of distinct trees, which is equivalent to passing in
the leftmost coordinates of each tree's span (since intervals are closed on
the left and open on the right). Similar to the site mode, a nested list

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We'll need to adjust this given the "expectation" discussion above.

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petrelharp commented Mar 14, 2026

This is great, thanks! Remaining things:

  • This should explain more precisely how branch mode is computed and what its interpretation is as an expected value.
  • How's it work with multiallelic sites? What exactly are the weighting schemes?
  • How's polarization work?

Background:

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Okay, just checking the details of branch mode:

Okay, so: for a given pair of branches (on the same or different trees), the sample counts wAb, waB, wAB are the same for any pair of mutation falling on those branches; so the expected contribution to average LD determined by the summary funciton f per unit sequence length of this pair of branches is f(w_{Ab}, w_{aB}, w_{AB}, n) multiplied by the lengths of the two branches.

So, for computation, I think we should say very clearly somewhere that branch mode works by summing over all pairs of branches the value of f( ) multiplied by the lengths of the two branches.

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As for interpretation (ie in what sense is it the expected value):

First off, I'm confused about a dumb silly thing. If I simulate a short tree sequence and compute ld_matrix (with r2 and site mode) I get a bunch of nans. Why? (This is confusing because the denominator for r2 is p_A * p_B * (1 - p_A) * (1 - p_B); and msprime only generates mutations with 0 < p < 1.)

The nan thing makes me think I'm missing some basic and important thing. But if my understanding above on how it is computed is correct here are some equivalent options for what branch mode means:

  1. Put down two Poisson processes of mutations on each tree, and compute the stat between each pair of mutations; add those up across pairs of mutations; then branch mode is the expected value of this sum.
  2. Pick two mutations uniformly, one on each tree; compute the stat; then branch mode is the expected stat multiplied by the total branch lengths of each tree.
  3. Compute the average stat across all mutations using a large number of infinite-sites mutations at rate mu per bp. The result (for large mu) is mu multiplied by the sum across pairs of trees of the branch stat for those trees multiplied by the spans of the two trees.

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For the multiallelic question, the computations happen here and here; based on where they're called from I'm assuming that the first function is just a quicker special-purpose version of the second one for both biallelic sites.

(ps I'm assuming you know this all, but I forget everything and it's nice to go look at the details)

So, it is summing over all pairs of alleles but then normalised.

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I think we just need a few more paragraphs, documenting exactly what's being calculated, as above. Can you take a stab at this @apragsdale?

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I think we just need a few more paragraphs, documenting exactly what's being calculated, as above. Can you take a stab at this @apragsdale?

Hi @petrelharp - yes, of course! I'll tackle these today and this weekend.

Thank you for such detailed comments. With some earlier rounds of revision on these docs, I had gone back and forth with including too much vs too little detail, and probably ended up falling on the too-little side of it.

I also agree the nan calculations are confusing, and I remember @lkirk and I having discussions about that last year. I think we had a good explanation/work-around for it. I'll dig up those notes, because it will be important to document as well. I'm also returning to this from many months away from the code, so it will be good to remind myself of all of it as well, and make sure it's documented properly.

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I hope it's easy to ressurrect some of those earlier versions, then?

I also agree the nan calculations are confusing,

I'm not sure if they are? I imagine it's just "0/0 = nan", but then I'm confused why that happens?

apragsdale and others added 3 commits March 15, 2026 11:49
Co-authored-by: Peter Ralph <petrel.harp@gmail.com>
Co-authored-by: Peter Ralph <petrel.harp@gmail.com>
Co-authored-by: Peter Ralph <petrel.harp@gmail.com>
apragsdale and others added 3 commits March 15, 2026 11:51
Co-authored-by: Peter Ralph <petrel.harp@gmail.com>
Co-authored-by: Peter Ralph <petrel.harp@gmail.com>
Co-authored-by: Peter Ralph <petrel.harp@gmail.com>
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apragsdale commented Mar 15, 2026

First off, I'm confused about a dumb silly thing. If I simulate a short tree sequence and compute ld_matrix (with r2 and site mode) I get a bunch of nans. Why? (This is confusing because the denominator for r2 is p_A * p_B * (1 - p_A) * (1 - p_B); and msprime only generates mutations with 0 < p < 1.)

I'm not sure if they are? I imagine it's just "0/0 = nan", but then I'm confused why that happens?

Peter- does this occur in site mode, as you say above? We shouldn't get nans if msprime is only generating mutations with 0 < p < 1, and if we compute r^2 over all samples. However, if we specify a subsample as our sample set, the method computes LD at all sites still, and for some of those sites a mutation may not be found in the subsamples. Then p could equal 0 or 1. In this case, you'd get nans for any pair of mutations including one or two of such sites.

But I want to make sure that we are thinking about the same scenario that generates a nan.

In [23]: ts = msprime.sim_ancestry(10, population_size=1e4, recombination_rate=1e-8, sequence_length=1e4, random_seed=1)

In [24]: ts = msprime.sim_mutations(ts, rate=1e-8, random_seed=1)

In [28]: ts.ld_matrix()
Out[28]: 
array([[1.        , 0.00277008, 0.00277008, 0.00277008],
       [0.00277008, 1.        , 0.00277008, 0.00277008],
       [0.00277008, 0.00277008, 1.        , 0.00277008],
       [0.00277008, 0.00277008, 0.00277008, 1.        ]])

In [36]: ts.ld_matrix(sample_sets=range(12))
Out[36]: 
array([[1.        ,        nan,        nan, 0.00826446],
       [       nan,        nan,        nan,        nan],
       [       nan,        nan,        nan,        nan],
       [0.00826446,        nan,        nan, 1.        ]])

Edit: In any case, this behavior should be documented.

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Here's what I did:

>>> ts = msprime.sim_ancestry(3, sequence_length=10, recombination_rate=0.1, random_seed=123)
>>> mts = msprime.sim_mutations(ts, rate=0.1, random_seed=456)
>>> mts.ld_matrix()
array([[1.   , 0.44 ,   nan, 0.44 , 0.44 , 0.125, 0.44 ],
       [0.44 , 1.   ,   nan, 1.   , 1.   , 0.1  , 1.   ],
       [  nan,   nan,   nan,   nan,   nan,   nan,   nan],
       [0.44 , 1.   ,   nan, 1.   , 1.   , 0.1  , 1.   ],
       [0.44 , 1.   ,   nan, 1.   , 1.   , 0.1  , 1.   ],
       [0.125, 0.1  ,   nan, 0.1  , 0.1  , 1.   , 0.1  ],
       [0.44 , 1.   ,   nan, 1.   , 1.   , 0.1  , 1.   ]])
>>> mts.num_sites
7
>>> mts.genotype_matrix()
array([[1, 0, 0, 0, 2, 0],
       [0, 1, 1, 1, 1, 1],
       [0, 0, 0, 0, 0, 0],
       [0, 1, 1, 1, 1, 1],
       [0, 1, 1, 1, 1, 1],
       [0, 0, 1, 0, 1, 0],
       [1, 0, 0, 0, 0, 0]], dtype=int32)
>>> mts.genotype_matrix().sum(axis=1)
array([3, 5, 0, 5, 5, 2, 1])

Oh! I see: "msprime does not simulate sites where mutations that aren't polymorphic" but it does simulate situations where backmutations can create monomorphic sites despite there being mutations:

>>> mts.site(2)
Site(id=2, position=3.0, ancestral_state='A', mutations=[
 Mutation(id=3, site=2, node=0, derived_state='T', parent=-1, metadata=b'', time=1.549923340261233, edge=21, inherited_state='A'), 
 Mutation(id=4, site=2, node=0, derived_state='A', parent=3, metadata=b'', time=1.0122678066613313, edge=21, inherited_state='T')], metadata=b'')

Okay, that's all cleared up. I ran into this so quick because I had an unrealistic mutation rate. However, this would be a good thing to mention in the section on multiple alleles.

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