Portfolio Beta Calculator

Free ToolNo signup required

Value-weight your holdings’ betas into a single portfolio beta — and its CAPM expected return.

Value-Weighted

Each holding’s beta weighted by its size

Market Sensitivity

See whether you are defensive or aggressive

CAPM Return

Expected return implied by your portfolio beta

Your Holdings

Enter each holding’s value and its beta. We weight the betas by value to get the portfolio beta, then apply CAPM for an expected return.

Holding NameValueBeta (β)

Holding Name

Value

Beta (β)

Holding Name

Value

Beta (β)

Holding Name

Value

Beta (β)

Risk-free rate (for CAPM)

Expected market return

How Portfolio Beta Works

The Formula

β_portfolio = Σ (wᵢ × βᵢ)
wᵢ = valueᵢ / total value

Each holding contributes its beta in proportion to its weight. Summing the weight-times-beta terms gives the portfolio beta — the slope of your portfolio against the market.

Systematic Risk Only

Beta isolates market (systematic) risk — the part you cannot diversify away. It feeds straight into CAPM for an expected return, and complements total-risk measures like volatility.

Full Portfolio Analytics

Know your real portfolio beta

ARIA computes your live portfolio beta from actual holdings and shows how each position drives your exposure to market moves — no manual beta lookups.

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