MONTHLY UPDATE

Quantitative research on Korean equities.

Factor signals, ML filters, and reproducible backtests on KOSPI50.

TQK STRATEGY · KOSPI200 TOP 50

Cumulative Return

Backtest: 2023.01 — 2026.04

KOSPI as of 2026-05-12

+0%+100%+200%+300%+400%+500%TQK +483%KOSPI +210%Live trackingstarts May 182023202420252026
TQK StrategyKOSPI (comp.)Live tracking starts May 18
+69.68%
OOS CAGR
2023.01 — 2026.04
vs KOSPI (composite)+40.88%▲ +28.8pp
1.37
Sharpe
Out-of-sample
vs KOSPI (composite)1.18▲ +0.18
-15.58%
MDD
Out-of-sample
vs KOSPI (composite)-19.08%▲ +3.5pp
KOSPI200
Universe
Top 50 by liquidity
Win rate57.5%
Backtest · TQK Strategy (regime-adaptive) · benchmark: KOSPI composite (KS11) · OOS 2023.01 – 2026.04 · live tracking starts 2026-05-18

REGIME-ADAPTIVE SYSTEM

How the strategy adapts.

The system classifies the market into three regimes each month and switches scenarios automatically — aggressive when trending, balanced in chop, defensive when falling.

BULL

Trending up

Current

Scenario

KOSPI200 · S3 · 3 · 3 holdings

CAGR-weighted — aggressive

Monthly avg (backtest)

+5.01%

vs KOSPI +6.30%▼ -1.3pp

36 months observed

SIDEWAYS

Range-bound

Scenario

KOSPI200 · S4 · 7 · 7 holdings

Sharpe-weighted — balanced

Monthly avg (backtest)

+0.24%

vs KOSPI +0.51%▼ -0.3pp

75 months observed

BEAR

Trending down

Scenario

KOSPI50 · S8 · 5 · 5 holdings

MDD-weighted — defensive

Monthly avg (backtest)

+1.78%

vs KOSPI -4.24%▲ +6.0pp

25 months observed
Cumulative — 40 months OOSTQK +482%vsKOSPI +222%alpha +260pp

METHODOLOGY

Backtested across 12 years.

8 years for design, 1 year for tuning, 40 months for live validation. We split the data this way to verify whether the system actually works on data it has never seen.

Training · 8Y

20142021

Model design and learning

Validation · 1Y

2022

Hyperparameter tuning

Out-of-sample · 40MO

2023.012026.04

Verified on unseen data

Data sources

KRX · DART · Kiwoom OpenAPI+

Universe

KOSPI200 · Top 200 by market cap

Rebalancing

First Monday of each month

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WHY THEQUANTKOREA

What makes us different.

An item-by-item comparison of how we differ from most channels.

Most channels
TheQuantKorea
Backtest disclosure
Return curves only
Full 40-month OOS
P&L disclosure
Selective
Every month, fully
Live verification
None or anonymous
100% own capital
Operation
Discretionary + signals
100% rule-based
Disclosure timing
Post-hoc rationalization
24-hour pre-disclosure

The comparison describes general patterns observed in the industry, not any specific channel. Every TheQuantKorea claim is verified monthly through real-money trading results.