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Portfolio & Risk

Beta

Sensitivity to market (index) movements

What is Beta?

Beta measures a stock's sensitivity to market movements, specifically how much the stock moves for every 1% move in a benchmark index (typically the S&P 500). A Beta of 1.0 means the stock moves in line with the market. Beta > 1 means amplified moves (more volatile than market); Beta < 1 means muted moves (more stable). Negative Beta means the stock moves opposite to the market, which is rare but seen in some commodity stocks or inverse ETFs. Beta is a key input in the Capital Asset Pricing Model (CAPM) and is used in portfolio construction to manage market exposure. Betas are typically estimated from 2-5 years of monthly returns.

Formula

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

Beta = Correlation(Stock, Market) × (σ_Stock / σ_Market)

σ_Stock = annualised standard deviation of stock returns

σ_Market = annualised standard deviation of market returns

Calculator

How to Use

  1. 1
    Gather return series: Collect monthly returns for the stock and the S&P 500 over 2-5 years. More periods = more stable estimate.
  2. 2
    Compute covariance: Average of [(Stock_r − avg_Stock) × (Market_r − avg_Market)] across all periods.
  3. 3
    Compute market variance: Average of [(Market_r − avg_Market)²]. Divide covariance by variance to get Beta.
  4. 4
    Interpret: Beta > 1.5: high risk cyclical (semis, energy). Beta 0.5-1: defensive (utilities, consumer staples). Beta ≈ 1: market-like.

Worked Example

Example: Tech stock vs S&P 500

Covariance

0.0024

Market Variance

0.0016

Beta = 0.0024 / 0.0016 = 1.50. This stock moves 1.5× the market on average. A 10% market decline would correspond to a ~15% decline in this stock. For a $100,000 position, a 10% market drawdown produces a ~$15,000 loss, significantly more than a market-weight position.