🧺 Portfolio Beta Calculator
Weighted average beta by portfolio weights
How to Use This Calculator
1
Enter weights and betas
Weights in %, betas for each holding.
2
Ensure weights sum to 100%
Adjust as needed, add or remove rows.
3
Calculate
Get weighted beta for the portfolio.
Formula
βp = Σ (wi × βi)
Frequently Asked Questions
Use market values or percentages?
Use portfolio weights in percent based on market values.
What if weights don’t sum to 100%?
Normalize or adjust so that they sum to 100%.