Curious about the beta of your investment portfolio? Enter the weights and betas of each asset, and our Beta Portfolio Advanced Calculator will show you the portfolio beta.
Beta Portfolio Calculator
Beta Portfolio Calculator
Component | Description |
---|---|
Individual Betas of Assets | The beta values of individual assets within the portfolio. |
Proportion of Total Investment in Each Asset | The proportion of the total investment allocated to each asset. |
Portfolio Beta | The weighted average of the individual betas, representing the overall risk of the portfolio relative to the market. |
Formula | Portfolio Beta = Σ (Proportion of Investment in Each Asset × Beta of Each Asset) |
Purpose | Used to measure the overall risk of a portfolio relative to the market, aiding in portfolio management and risk assessment. |