Beta

  • Beta is a statistical measure which captures the relationship between the returns of a security and the returns of the overall market.
  • Beta is calculated as the covariance between the security’s excess returns and the excess returns of the market portfolio divided by the market portfolio variance.


Βeta Coefficient of Stock

  • Beta = Cov(rs, rm) / σ2m
  • Beta = Covar(rs - rm) / Var (rm)
  • rs = Return of Stock
  • rm = Return of Market
  • σ2m = Market Variance
  • σ2m = Var (rm)

Capital Asset Pricing Model (CAPM)

  • The Capital Asset Pricing Model (CAPM), developed by William F. Sharpe and John Lintner, uses the Beta of a particular security, the risk-free rate of return, and the market return to calculate the required return of an investment to its expected risk.
  • Required Return = Risk-Free Rate + Risk Premium
  • Required Return = Risk-Free Rate + [Beta × (Market Return – Risk-Free Rate)]

References

  • http://www.calculatinginvestor.com/2011/04/03/tutorial-the-capital-asset-pricing-model/

Author

  • The web application is built for BDAX by David Kim