Portfolio Beta Calculator

Calculate your portfolio's weighted beta and expected return using CAPM.

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Important Financial Disclaimer

This calculator provides estimates based on standard financial formulas from verified references. Results are for informational and educational purposes only and should not be considered as professional financial, investment, or tax advice.

For important financial decisions such as loans, investments, mortgages, retirement planning, or tax matters, please consult with qualified financial advisors, certified financial planners, or licensed tax professionals who can review your specific situation.

Calculations may not account for all variables specific to your circumstances, local regulations, or current market conditions. Always verify results and consult professionals before making financial commitments.

Not a substitute for professional financial advice

Portfolio Holdings

Holding 1
$
Holding 2
$
Holding 3
$

Market Parameters

%
%

Portfolio Beta

1.050

Moderate (Market-like)

Expected Return
10.35%
Total Value
$30,000

Holdings Breakdown

Stock A

$10,000 (33.3%)

Beta: 1.20

Weighted: 0.400

Stock B

$15,000 (50.0%)

Beta: 0.80

Weighted: 0.400

Stock C

$5,000 (16.7%)

Beta: 1.50

Weighted: 0.250

CAPM Analysis

Market Risk Premium7.00%
Expected Return (CAPM)10.35%
Treynor Ratio7.00%

Beta > 1: More volatile than market. Beta < 1: Less volatile. Beta = 1: Moves with market.

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