Portfolio beta calculator

ER i is the expected return on the capital asset. R f is the risk-free rate.

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. PMS Portfolio Management System Stock Portfolio Equity Portfolio. Hypothetically assume your portfolio is generating a 6 return annually and tracking the SP 500 however the relevant benchmark return for the mix of investments you own may be 8 a 2 difference applied to a 50000 initial investment could mean up to 216000 less return for you over a 30 year time period. Suppose that the risk-free rate is 3 the expected.

This is also known as an expected return calculator because thats the final value you will get from it. Latest Portfolio Value Investment Value Trade brains portal helps investors make efficient stock research and analysis by providing quality fundamental data with insightful visuals. The calculator uses the following formula to calculate the expected return of a security or a portfolio.

The beta denoted as Ba in the CAPM formula is a measure of a stocks risk volatility of returns reflected by measuring the fluctuation of its price changes relative to the overall market. For instance if a companys beta is equal to 15 the security has 150 of the. ER m is the expected return of the market.

ER i R f ER m R f β i. β i is the beta of the security i. In other words it is the stocks sensitivity to market risk.

This online calculator is a convenient and easy tool which you can use whenever you need it. Finally input the value of the Beta for Stock which in the formula appears as β. It serves as an indication when a portfolio manager.

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