make-quant-py/example/13-kor-momentum-portfolio.py

112 lines
3.1 KiB
Python

import pandas as pd
import matplotlib.pyplot as plt
import seaborn as sns
import statsmodels.api as sm
import numpy as np
import quantcommon
# 모멘텀 포트폴리오. 최근 12개월 수익률이 높은 주식
engine = quantcommon.QuantCommon().create_engine()
ticker_list = pd.read_sql(
"""
select * from kor_ticker
where 기준일 = (select max(기준일) from kor_ticker)
and 종목구분 = '보통주';
""", con=engine)
price_list = pd.read_sql(
"""
select 날짜, 종가, 종목코드
from kor_price
where 날짜 >= (select (select max(날짜) from kor_price) - interval 1 year);
""", con=engine)
engine.dispose()
price_pivot = price_list.pivot(index='날짜', columns='종목코드', values='종가')
ret_list = pd.DataFrame(data=(price_pivot.iloc[-1] / price_pivot.iloc[0]) - 1,
columns=['return'])
data_bind = ticker_list[['종목코드', '종목명']].merge(ret_list, how='left', on='종목코드')
momentum_rank = data_bind['return'].rank(axis=0, ascending=False)
price_momentum = price_list[price_list['종목코드'].isin(
data_bind.loc[momentum_rank <= 20, '종목코드'])]
plt.rc('font', family='Malgun Gothic')
g = sns.relplot(data=price_momentum,
x='날짜',
y='종가',
col='종목코드',
col_wrap=5,
kind='line',
facet_kws={
'sharey': False,
'sharex': True
})
g.set(xticklabels=[])
g.set(xlabel=None)
g.set(ylabel=None)
g.fig.set_figwidth(15)
g.fig.set_figheight(8)
plt.subplots_adjust(wspace=0.5, hspace=0.2)
# plt.show()
# k-ratio(모멘텀의 꾸준함 지표)
ret = price_pivot.pct_change().iloc[1:]
ret_cum = np.log(1 + ret).cumsum()
x = np.array(range(len(ret)))
y = ret_cum.iloc[:, 0].values
reg = sm.OLS(y, x).fit()
reg.summary()
x = np.array(range(len(ret)))
k_ratio = {}
for i in range(0, len(ticker_list)):
ticker = data_bind.loc[i, '종목코드']
try:
y = ret_cum.loc[:, price_pivot.columns == ticker]
reg = sm.OLS(y, x).fit()
res = float(reg.params / reg.bse)
except:
res = np.nan
k_ratio[ticker] = res
k_ratio_bind = pd.DataFrame.from_dict(k_ratio, orient='index').reset_index()
k_ratio_bind.columns = ['종목코드', 'K_ratio']
k_ratio_bind.head()
data_bind = data_bind.merge(k_ratio_bind, how='left', on='종목코드')
k_ratio_rank = data_bind['K_ratio'].rank(axis=0, ascending=False)
print(data_bind[k_ratio_rank <= 20])
k_ratio_momentum = price_list[price_list['종목코드'].isin(data_bind.loc[k_ratio_rank <= 20, '종목코드'])]
plt.rc('font', family='Malgun Gothic')
g = sns.relplot(data=k_ratio_momentum,
x='날짜',
y='종가',
col='종목코드',
col_wrap=5,
kind='line',
facet_kws={
'sharey': False,
'sharex': True
})
g.set(xticklabels=[])
g.set(xlabel=None)
g.set(ylabel=None)
g.fig.set_figwidth(15)
g.fig.set_figheight(8)
plt.subplots_adjust(wspace=0.5, hspace=0.2)
plt.show()