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marginalregime_dependent· equity· reversal· technical· volatility

Volatility Ratio Reversal (JP Growth Stocks)

slug: volatility-ratio-reversal-jp-growth
performance summary
Sharpe (median)
+0.26
Max DD
-10.9%
Win rate
Alpha (ann.)
p-value
0.45
backtest period: 2022-02-012026-06-01
Sharpe across 432 grid runs:median 0.26best 1.85 (not representative)worst -1.25p25–p75 -0.070.57

Hypothesis

When short-window realized volatility spikes relative to the long-window baseline (high vol ratio), prices have typically overreacted; buying the dislocated side tests whether the spike mean-reverts within the holding period.

Why it didn't work

Across 432 grid combinations, median Sharpe=0.26, best=1.85. Primary failure mode: regime_dependent.

Facts (5)

Best grid Sharpe ratio is 1.85 (p=0.00028).
period 2022-02-01–2026-06-01; cost=5bps
sharpe_ratio1.85
cite ↗ /cite/volatility-ratio-reversal-jp-growth-fact-best-sharpevia r-volatility-ratio-reversal-jp-growth-0396
Median Sharpe across 432 grid runs is 0.26.
Full grid of 432 parameter combinations.
sharpe_ratio0.26
Median Sharpe in DOWN regime is 1.18 across 432 runs.
Regime=DOWN, N225 SMA20/SMA60 classification.
sharpe_ratio1.18
Median Sharpe in FLAT regime is 0.29 across 432 runs.
Regime=FLAT, N225 SMA20/SMA60 classification.
sharpe_ratio0.29
Median Sharpe in UP regime is -0.06 across 432 runs.
Regime=UP, N225 SMA20/SMA60 classification.
sharpe_ratio-0.06

Runs (30)

runparamssharpeUPFLATDOWN
short_window=3, long_window=15, n_stocks=5, cost_bps=5, regime_gate=False, holding_days=1
r-volatility-ratio-reversal-jp-growth-0000
cost_bps: 5
n_stocks: 5
long_window: 15
+0.19-0.40+0.20+2.38
short_window=3, long_window=15, n_stocks=5, cost_bps=5, regime_gate=False, holding_days=5
r-volatility-ratio-reversal-jp-growth-0001
cost_bps: 5
n_stocks: 5
long_window: 15
-0.06-0.96+0.39-0.22
short_window=3, long_window=15, n_stocks=5, cost_bps=5, regime_gate=False, holding_days=20
r-volatility-ratio-reversal-jp-growth-0002
cost_bps: 5
n_stocks: 5
long_window: 15
+0.52-0.19+0.80+0.80
short_window=3, long_window=15, n_stocks=5, cost_bps=5, regime_gate=True, holding_days=1
r-volatility-ratio-reversal-jp-growth-0003
cost_bps: 5
n_stocks: 5
long_window: 15
+0.04-1.61+0.20+2.38
short_window=3, long_window=15, n_stocks=5, cost_bps=10, regime_gate=False, holding_days=1
r-volatility-ratio-reversal-jp-growth-0006
cost_bps: 10
n_stocks: 5
long_window: 15
+0.03-0.56+0.03+2.25
short_window=3, long_window=15, n_stocks=20, cost_bps=5, regime_gate=False, holding_days=1
r-volatility-ratio-reversal-jp-growth-0024
cost_bps: 5
n_stocks: 20
long_window: 15
+0.16-1.61+0.60+1.06
short_window=3, long_window=15, n_stocks=50, cost_bps=5, regime_gate=False, holding_days=1
r-volatility-ratio-reversal-jp-growth-0036
cost_bps: 5
n_stocks: 50
long_window: 15
+0.07+0.56+0.06-1.60
short_window=3, long_window=15, n_stocks=50, cost_bps=10, regime_gate=True, holding_days=1
r-volatility-ratio-reversal-jp-growth-0045
cost_bps: 10
n_stocks: 50
long_window: 15
-0.45-0.24-0.56-2.12
short_window=3, long_window=20, n_stocks=10, cost_bps=5, regime_gate=True, holding_days=20
r-volatility-ratio-reversal-jp-growth-0065
cost_bps: 5
n_stocks: 10
long_window: 20
+0.29-0.34+0.36+1.75
short_window=3, long_window=20, n_stocks=50, cost_bps=5, regime_gate=False, holding_days=5
r-volatility-ratio-reversal-jp-growth-0085
cost_bps: 5
n_stocks: 50
long_window: 20
-0.34-2.19+0.05+2.62
short_window=3, long_window=40, n_stocks=5, cost_bps=5, regime_gate=False, holding_days=1
r-volatility-ratio-reversal-jp-growth-0096
cost_bps: 5
n_stocks: 5
long_window: 40
+0.77-0.25+1.05+2.31
short_window=3, long_window=40, n_stocks=5, cost_bps=10, regime_gate=True, holding_days=5
r-volatility-ratio-reversal-jp-growth-0106
cost_bps: 10
n_stocks: 5
long_window: 40
+0.18-2.87+0.61+0.43
short_window=3, long_window=40, n_stocks=20, cost_bps=10, regime_gate=False, holding_days=1
r-volatility-ratio-reversal-jp-growth-0126
cost_bps: 10
n_stocks: 20
long_window: 40
+0.07-0.82+0.43+0.14
short_window=5, long_window=15, n_stocks=5, cost_bps=5, regime_gate=False, holding_days=20
r-volatility-ratio-reversal-jp-growth-0146
cost_bps: 5
n_stocks: 5
long_window: 15
-0.16+1.27-0.49+0.59
short_window=5, long_window=15, n_stocks=10, cost_bps=10, regime_gate=True, holding_days=5
r-volatility-ratio-reversal-jp-growth-0166
cost_bps: 10
n_stocks: 10
long_window: 15
+0.05-0.30+0.07+0.74
short_window=5, long_window=15, n_stocks=50, cost_bps=10, regime_gate=False, holding_days=1
r-volatility-ratio-reversal-jp-growth-0186
cost_bps: 10
n_stocks: 50
long_window: 15
-0.58-0.41-0.61-1.13
short_window=5, long_window=20, n_stocks=10, cost_bps=5, regime_gate=False, holding_days=20
r-volatility-ratio-reversal-jp-growth-0206
cost_bps: 5
n_stocks: 10
long_window: 20
+0.36+0.92+0.16+3.30
short_window=5, long_window=20, n_stocks=20, cost_bps=10, regime_gate=True, holding_days=5
r-volatility-ratio-reversal-jp-growth-0226
cost_bps: 10
n_stocks: 20
long_window: 20
+0.24-0.36+0.40+2.34
short_window=5, long_window=40, n_stocks=5, cost_bps=10, regime_gate=False, holding_days=1
r-volatility-ratio-reversal-jp-growth-0246
cost_bps: 10
n_stocks: 5
long_window: 40
+0.88+0.74+0.81+1.59
short_window=5, long_window=40, n_stocks=20, cost_bps=5, regime_gate=False, holding_days=20
r-volatility-ratio-reversal-jp-growth-0266
cost_bps: 5
n_stocks: 20
long_window: 40
+0.81+0.50+0.86+1.83
short_window=5, long_window=40, n_stocks=50, cost_bps=10, regime_gate=True, holding_days=5
r-volatility-ratio-reversal-jp-growth-0286
cost_bps: 10
n_stocks: 50
long_window: 40
-0.27-0.13-0.49+1.12
short_window=10, long_window=15, n_stocks=5, cost_bps=5, regime_gate=False, holding_days=1
r-volatility-ratio-reversal-jp-growth-0288
cost_bps: 5
n_stocks: 5
long_window: 15
-0.12+1.00-0.45-0.54
short_window=10, long_window=15, n_stocks=10, cost_bps=10, regime_gate=False, holding_days=5
r-volatility-ratio-reversal-jp-growth-0307
cost_bps: 10
n_stocks: 10
long_window: 15
-0.18+0.13-0.31-0.71
short_window=10, long_window=15, n_stocks=50, cost_bps=5, regime_gate=True, holding_days=1
r-volatility-ratio-reversal-jp-growth-0327
cost_bps: 5
n_stocks: 50
long_window: 15
-0.19-0.24-0.22+0.28
short_window=10, long_window=20, n_stocks=5, cost_bps=10, regime_gate=True, holding_days=20
r-volatility-ratio-reversal-jp-growth-0347
cost_bps: 10
n_stocks: 5
long_window: 20
+0.61+1.60-0.01+7.09
short_window=10, long_window=20, n_stocks=20, cost_bps=10, regime_gate=False, holding_days=5
r-volatility-ratio-reversal-jp-growth-0367
cost_bps: 10
n_stocks: 20
long_window: 20
-0.50-0.35-0.42-32.62
short_window=10, long_window=20, n_stocks=50, cost_bps=10, regime_gate=False, holding_days=5
r-volatility-ratio-reversal-jp-growth-0379
cost_bps: 10
n_stocks: 50
long_window: 20
-1.25-1.46-1.20-0.60
short_window=10, long_window=40, n_stocks=5, cost_bps=5, regime_gate=True, holding_days=5
r-volatility-ratio-reversal-jp-growth-0388
cost_bps: 5
n_stocks: 5
long_window: 40
+0.87+1.03+0.87+0.34
short_window=10, long_window=40, n_stocks=10, cost_bps=5, regime_gate=False, holding_days=1
r-volatility-ratio-reversal-jp-growth-0396
cost_bps: 5
n_stocks: 10
long_window: 40
+1.85+1.15+2.14+1.47
short_window=10, long_window=40, n_stocks=20, cost_bps=5, regime_gate=False, holding_days=5
r-volatility-ratio-reversal-jp-growth-0409
cost_bps: 5
n_stocks: 20
long_window: 40
-0.31-0.59-0.19-18.15

Target universe

Tokyo Stock Exchange Growth Market, ~495 stocks, tv >= 30M JPY

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source: qbuntu-analysis · kabu STATION REST API + J-Quants daily bars
computed asof: 2026-08-02T16:26:50

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