Beta & Volatility Risk

Analyze stock volatility relative to the market using Beta and CAPM.

CAPM Variables

S&P 500 Beta = 1.0

The Capital Asset Pricing Model (CAPM) describes the relationship between systematic risk and expected return. Higher beta means higher risk, demanding higher potential returns.

Expected CAPM Return

12.75%

Above Average Volatility

Market Premium

5.50%

Correlation

Moves with Market

Beta (Risk) Spectrum

Defensive (<1)Market (1)Aggressive (>1)

Volatility Warning

A beta of 1.5 means the stock is 50% more volatile than the S&P 500. If the market drops 10%, expect this stock to drop roughly 15%.

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