Portfolio Beta Calculator

Your details

Beta of your first holding. Find it on Yahoo Finance, Bloomberg, or a broker dashboard.
Percentage of your total portfolio allocated to this asset.
%
Beta of your second holding.
Percentage of your total portfolio allocated to this asset.
%
Beta of your third holding.
Percentage of your total portfolio allocated to this asset.
%
Beta of your fourth holding.
Percentage of your total portfolio allocated to this asset.
%
Beta of your fifth holding.
Percentage of your total portfolio allocated to this asset.
%
Beta of your sixth holding.
Percentage of your total portfolio allocated to this asset.
%
Beta of your seventh holding.
Percentage of your total portfolio allocated to this asset.
%
Beta of your eighth holding.
Percentage of your total portfolio allocated to this asset.
%
Portfolio Beta (βp)Moderate
0.943

Weighted-average systematic risk relative to the market benchmark

Total weight allocated100%
Weight remaining0%
Risk profileModerate
Market sensitivityA 10% market move causes ~9.4% portfolio move
0.943 beta
Inverse<0Conservative0-0.5Moderate0.5-1Moderately aggressive1-1.5Aggressive1.5+

Portfolio beta is 0.943 - less volatile than the market.

  • A 10% market rally would move your portfolio roughly 9.4%; a 10% market drop would move it about -9.4%.
  • Your weights sum to 100%, so this beta reflects your full portfolio exposure.

Next stepUse the CAPM formula (Expected Return = Rf + beta x (Rm - Rf)) to translate this beta into a required rate of return for your portfolio.

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