Portfolio Beta
Portfolio Beta indicates portfolio’s volatility compared with the entire market*. That is, a Beta higher than 1 shows that the […]
Financial Terminology
Portfolio Expected Return
The Portfolio Expected Return indicates what annual rate of return you can expect over a 3-year horizon*. It is calculated as the
Portfolio Alpha
Portfolio Alpha indicates the difference between the portfolio’s expected return and the expected return of the entire market*. That is,
Portfolio Sharpe Ratio
Sharpe ratio is a widely used method for calculating the risk-adjusted return and a measurement of the portfolio’s performance per
Portfolio Risk
Portfolio Risk, also known as Portfolio Volatility, shows the potential fluctuation of the expected returns. Your Portfolio Risk can be