Brief — nornen-stock market-relative alpha design

한 줄: KR 종목 벤치 대비 기대 초과수익 추구 → 부족하면 no-trade. paper-first. 보장 없음. pin 2f18da3.

핵심 takeaway

1. 목표: excess vs KOSPI200/KOSDAQ150 (beta-adj + cost/slip/risk net).
2. 파이프: source registry → benchmark map → features → alpha ensemble → gates → paper router → attribution → PM follow-up.
3. artifacts: alpha_decision, backtest/paper_result, promotion_packet, market_open_e2e_preflight…
4. unresolved benchmark → order candidate 금지.
5. 실행 모드는 env/gate; 문서 휴리스틱 hold 금지.
6. PM: quiet no-alpha를 정체로 보고 discovery 과제.

관련

• brief-nornen-stock-order-readiness
• concept-nornen-stock-market-relative-alpha
• concept-nornen-stock-task-result-loop