Beta Calculator

Our Beta Calculator is designed for financial professionals and investors to assess the risk associated with a particular investment compared to the market. This tool helps in understanding how sensitive a stock or portfolio is to market movements.

Interactive Calculator

Results

Beta: 0.00

Data Source and Methodology

All calculations are based on standard financial analysis methodologies. Ensure accuracy by consulting official market data sources.

The Formula Explained

The beta of a stock is calculated using the formula:

Beta = Covariance(Stock, Market) / Variance(Market)

Glossary of Terms

How It Works: A Step-by-Step Example

For instance, if the covariance between a stock and the market is 0.03 and the market variance is 0.01, the beta would be:

Beta = 0.03 / 0.01 = 3.0

Frequently Asked Questions (FAQ)

What is a Beta Calculator?

A beta calculator is a tool used to measure the volatility or systematic risk of a financial security or portfolio compared to the market as a whole.

How do I interpret a beta value?

A beta greater than 1 indicates the security is more volatile than the market, while a beta less than 1 indicates it is less volatile.

Why is beta important?

Investors use beta to understand a stock's market risk compared to the overall market, aiding portfolio diversification strategies.

What is the covariance in finance?

Covariance is a statistical measure of the directional relationship between the returns on two assets.

Can beta be negative?

Yes, a negative beta indicates an inverse relationship with the market.

Tool developed by Ugo Candido. Content reviewed by the Finance Expert Team.
Last reviewed for accuracy on: October 15, 2023.

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