Quant Memo

Walk-Forward Analysis

Out-of-sample testing by rolling a training window forward and evaluating on the next period repeatedly.

Definition

Walk-forward analysis splits history into rolling windows: train (or optimize) on window ( t ), then evaluate on the next out-of-sample window ( t+1 ); roll forward and repeat.

Why it matters

  • Reduces overfitting by forcing repeated out-of-sample tests.
  • Mimics how we would have used the strategy in real time (no look-ahead).

Common mistakes

  • Too short OOS window (noise).
  • Peeking at full sample to choose parameters, then “walk-forward” with same params.
  • Ignoring transaction costs and regime changes in OOS period.

Linked strategies

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