Beta Portfolio Calculator

Our Portfolio Beta Calculator is a handy tool designed to help you determine the beta of your investment portfolio. Beta measures the volatility of a stock or portfolio in relation to the overall market. It’s a crucial metric for assessing risk and understanding how your investments may perform in different market conditions.














How to Use:

  1. Input Stock Information: Enter the details of each stock in your portfolio, including the stock name, its weight in your portfolio, and its beta value.
  2. Click “Calculate Beta”: Once you’ve entered the information for all stocks, simply click the “Calculate Beta” button.
  3. View Results: The tool will swiftly compute the beta of your portfolio and display the result.

Example Calculation:

Let’s say you have three stocks in your portfolio:

  • Stock 1: Weight 30%, Beta 1.2
  • Stock 2: Weight 40%, Beta 0.8
  • Stock 3: Weight 30%, Beta 1.5
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Using the formula:

Portfolio Beta=(Weight1×Beta1)+(Weight2×Beta2)+(Weight3×Beta3)Portfolio Beta=(Weight1×Beta1)+(Weight2×Beta2)+(Weight3×Beta3)

Portfolio Beta=(0.3×1.2)+(0.4×0.8)+(0.3×1.5)Portfolio Beta=(0.3×1.2)+(0.4×0.8)+(0.3×1.5)

Portfolio Beta=0.36+0.32+0.45=1.13Portfolio Beta=0.36+0.32+0.45=1.13

Result: The beta of the portfolio is 1.13, indicating its volatility relative to the market.

Use our Portfolio Beta Calculator to gain valuable insights into your investment portfolio’s risk profile and make informed decisions about your financial future.

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