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Skewness Anomaly (JP Growth Stocks)

slug: skewness-anomaly-jp-growth
performance summary
Sharpe (median)
-0.42
Max DD
-21.6%
Win rate
Alpha (ann.)
p-value
0.35
backtest period: 2022-02-012026-06-01
Sharpe across 320 grid runs:median -0.42best 0.57 (not representative)worst -1.58p25–p75 -0.68-0.14

Hypothesis

Boyer, Mitton, Vorkink (2010): stocks with high expected skewness earn lower returns as investors overpay for lottery-like payoffs. LONG lowest skew, SHORT highest skew.

Why it didn't work

Across 320 grid combinations, median Sharpe=-0.42, best=0.57. Primary failure mode: no_edge.

Facts (5)

Best grid Sharpe ratio is 0.57 (p=0.24).
period 2022-02-01–2026-06-01; cost=5bps
sharpe_ratio0.57
Median Sharpe across 320 grid runs is -0.42.
Full grid of 320 parameter combinations.
sharpe_ratio-0.42
Median Sharpe in DOWN regime is 0.93 across 320 runs.
Regime=DOWN, N225 SMA20/SMA60 classification.
sharpe_ratio0.93
Median Sharpe in FLAT regime is -0.50 across 320 runs.
Regime=FLAT, N225 SMA20/SMA60 classification.
sharpe_ratio-0.50
Median Sharpe in UP regime is -0.43 across 320 runs.
Regime=UP, N225 SMA20/SMA60 classification.
sharpe_ratio-0.43

Runs (30)

runparamssharpeUPFLATDOWN
formation_days=20, holding_days=1, n_stocks=5, cost_bps=5, regime_gate=False
r-skewness-anomaly-jp-growth-0000
cost_bps: 5
n_stocks: 5
regime_gate: false
-0.25+0.79-0.68+3.48
formation_days=20, holding_days=1, n_stocks=5, cost_bps=5, regime_gate=True
r-skewness-anomaly-jp-growth-0001
cost_bps: 5
n_stocks: 5
regime_gate: true
-0.44-0.10-0.68+3.48
formation_days=20, holding_days=1, n_stocks=5, cost_bps=10, regime_gate=False
r-skewness-anomaly-jp-growth-0002
cost_bps: 10
n_stocks: 5
regime_gate: false
-0.44+0.55-0.85+3.09
formation_days=20, holding_days=1, n_stocks=5, cost_bps=10, regime_gate=True
r-skewness-anomaly-jp-growth-0003
cost_bps: 10
n_stocks: 5
regime_gate: true
-0.62-0.25-0.85+3.09
formation_days=20, holding_days=1, n_stocks=50, cost_bps=5, regime_gate=False
r-skewness-anomaly-jp-growth-0012
cost_bps: 5
n_stocks: 50
regime_gate: false
-0.51-1.13-0.20-1.03
formation_days=20, holding_days=5, n_stocks=5, cost_bps=10, regime_gate=False
r-skewness-anomaly-jp-growth-0018
cost_bps: 10
n_stocks: 5
regime_gate: false
-0.18+1.22-0.79+1.12
formation_days=20, holding_days=10, n_stocks=5, cost_bps=5, regime_gate=False
r-skewness-anomaly-jp-growth-0032
cost_bps: 5
n_stocks: 5
regime_gate: false
-0.24+1.21-0.74-1.05
formation_days=20, holding_days=10, n_stocks=50, cost_bps=10, regime_gate=False
r-skewness-anomaly-jp-growth-0046
cost_bps: 10
n_stocks: 50
regime_gate: false
-0.98-2.50-0.62-3.19
formation_days=20, holding_days=20, n_stocks=50, cost_bps=5, regime_gate=False
r-skewness-anomaly-jp-growth-0060
cost_bps: 5
n_stocks: 50
regime_gate: false
-0.67-1.10-0.46-2.40
formation_days=20, holding_days=60, n_stocks=5, cost_bps=5, regime_gate=False
r-skewness-anomaly-jp-growth-0064
cost_bps: 5
n_stocks: 5
regime_gate: false
-0.72-0.73-0.65-2.29
formation_days=20, holding_days=60, n_stocks=20, cost_bps=10, regime_gate=True
r-skewness-anomaly-jp-growth-0075
cost_bps: 10
n_stocks: 20
regime_gate: true
-0.79-2.10-0.66-0.67
formation_days=40, holding_days=1, n_stocks=20, cost_bps=5, regime_gate=True
r-skewness-anomaly-jp-growth-0089
cost_bps: 5
n_stocks: 20
regime_gate: true
-0.10-1.12+0.09+1.83
formation_days=40, holding_days=5, n_stocks=10, cost_bps=10, regime_gate=True
r-skewness-anomaly-jp-growth-0103
cost_bps: 10
n_stocks: 10
regime_gate: true
-0.13-0.84-0.13+3.92
formation_days=40, holding_days=10, n_stocks=10, cost_bps=5, regime_gate=True
r-skewness-anomaly-jp-growth-0117
cost_bps: 5
n_stocks: 10
regime_gate: true
-0.48-0.71-0.56+1.10
formation_days=40, holding_days=20, n_stocks=5, cost_bps=10, regime_gate=True
r-skewness-anomaly-jp-growth-0131
cost_bps: 10
n_stocks: 5
regime_gate: true
-1.19-0.16-1.39-2.28
formation_days=40, holding_days=20, n_stocks=10, cost_bps=10, regime_gate=False
r-skewness-anomaly-jp-growth-0134
cost_bps: 10
n_stocks: 10
regime_gate: false
-1.58-1.35-1.59-2.71
formation_days=40, holding_days=60, n_stocks=5, cost_bps=10, regime_gate=False
r-skewness-anomaly-jp-growth-0146
cost_bps: 10
n_stocks: 5
regime_gate: false
-0.70-0.20-0.79-1.03
formation_days=60, holding_days=1, n_stocks=5, cost_bps=5, regime_gate=False
r-skewness-anomaly-jp-growth-0160
cost_bps: 5
n_stocks: 5
regime_gate: false
+0.37+0.98+0.13+1.20
formation_days=60, holding_days=1, n_stocks=50, cost_bps=10, regime_gate=False
r-skewness-anomaly-jp-growth-0174
cost_bps: 10
n_stocks: 50
regime_gate: false
-0.68-0.48-1.10+1.81
formation_days=60, holding_days=5, n_stocks=50, cost_bps=5, regime_gate=False
r-skewness-anomaly-jp-growth-0188
cost_bps: 5
n_stocks: 50
regime_gate: false
+0.06+0.59-0.49+5.73
formation_days=60, holding_days=10, n_stocks=20, cost_bps=10, regime_gate=False
r-skewness-anomaly-jp-growth-0202
cost_bps: 10
n_stocks: 20
regime_gate: false
-0.43-0.77-0.44+1.42
formation_days=60, holding_days=20, n_stocks=20, cost_bps=5, regime_gate=False
r-skewness-anomaly-jp-growth-0216
cost_bps: 5
n_stocks: 20
regime_gate: false
-0.74+0.13-1.07-0.70
formation_days=60, holding_days=60, n_stocks=10, cost_bps=10, regime_gate=False
r-skewness-anomaly-jp-growth-0230
cost_bps: 10
n_stocks: 10
regime_gate: false
-0.81-0.63-0.94+0.43
formation_days=120, holding_days=1, n_stocks=5, cost_bps=5, regime_gate=False
r-skewness-anomaly-jp-growth-0240
cost_bps: 5
n_stocks: 5
regime_gate: false
-0.22+0.08-0.42+0.71
formation_days=120, holding_days=1, n_stocks=10, cost_bps=5, regime_gate=True
r-skewness-anomaly-jp-growth-0245
cost_bps: 5
n_stocks: 10
regime_gate: true
+0.13-0.27+0.19+1.62
formation_days=120, holding_days=5, n_stocks=5, cost_bps=10, regime_gate=True
r-skewness-anomaly-jp-growth-0259
cost_bps: 10
n_stocks: 5
regime_gate: true
-0.09-0.51-0.09+2.39
formation_days=120, holding_days=5, n_stocks=20, cost_bps=5, regime_gate=False
r-skewness-anomaly-jp-growth-0264
cost_bps: 5
n_stocks: 20
regime_gate: false
+0.57+0.33+0.49+10.32
formation_days=120, holding_days=10, n_stocks=5, cost_bps=10, regime_gate=False
r-skewness-anomaly-jp-growth-0274
cost_bps: 10
n_stocks: 5
regime_gate: false
-0.29-0.82-0.16+1.58
formation_days=120, holding_days=20, n_stocks=5, cost_bps=5, regime_gate=False
r-skewness-anomaly-jp-growth-0288
cost_bps: 5
n_stocks: 5
regime_gate: false
-0.35-0.61-0.48+5.68
formation_days=120, holding_days=20, n_stocks=50, cost_bps=10, regime_gate=False
r-skewness-anomaly-jp-growth-0302
cost_bps: 10
n_stocks: 50
regime_gate: false
-0.68-0.79-0.92+9.56

Target universe

Tokyo Stock Exchange Growth Market, ~495 stocks, tv >= 30M JPY
source: qbuntu-analysis · kabu STATION REST API + J-Quants daily bars
computed asof: 2026-08-01T07:31:30

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