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Portfolio Beta Calculator

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.
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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, which in turn is the cost-of-equity leg of a company's WACC. It 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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Related Free Tools

CAPM Calculator
Turn a single beta into an expected return.
Volatility Calculator
Total risk — the standard deviation of returns.
Alpha Calculator
Return earned above the CAPM beta expectation.
Covariance Calculator
Beta is built from covariance with the market.
Portfolio Calculator
Analyse allocation, concentration, and weighted return.
Modern Portfolio Theory Calculator
Find the optimal risk-return mix across two assets.
Sector Allocation Calculator
See your portfolio’s sector weights and concentration.

Frequently Asked Questions