portfolio construction

Turnover

The fraction of portfolio value traded per period; the key link between gross alpha and net alpha after transaction costs.

Turnover measures trading activity as the fraction of portfolio value that changes hands per period. Annual turnover of 100% means the entire portfolio is replaced, on average, once per year.

Net alpha = Gross alpha − (Turnover × Transaction Costs per Trade)

This relationship shows that turnover is the key link between a signal's gross IC and its delivered net return. A signal with high IC but very fast alpha decay forces high turnover, which can erode or eliminate the gross edge entirely at institutional scale.

Turnover and signal half-life

The required turnover of a strategy is closely related to the signal's half-life. A signal that decays in one day requires daily or intraday rebalancing; one that decays over a month can be rebalanced weekly or monthly. High-turnover strategies are viable only at very low transaction costs — typically requiring direct market access, large-cap liquid names, and institutional-scale execution infrastructure.

In the Fundamental Law

Turnover constraints reduce the Transfer Coefficient (TC): if you cannot rebalance fully to the current optimal weights each period, the portfolio drifts, reducing how fully the signal is expressed in live positions.

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