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