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  2. Tracking error - Wikipedia

    en.wikipedia.org/wiki/Tracking_error

    Under the assumption of normality of returns, an active risk of x per cent would mean that approximately 2/3 of the portfolio's active returns (one standard deviation from the mean) can be expected to fall between +x and -x per cent of the mean excess return and about 95% of the portfolio's active returns (two standard deviations from the mean) can be expected to fall between +2x and -2x per ...

  3. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    Systematic risk is therefore equated with the risk (standard deviation) of the market portfolio. Since a security will be purchased only if it improves the risk-expected return characteristics of the market portfolio, the relevant measure of the risk of a security is the risk it adds to the market portfolio, and not its risk in isolation.

  4. Single-index model - Wikipedia

    en.wikipedia.org/wiki/Single-index_model

    Macroeconomic events, such as changes in interest rates or the cost of labor, causes the systematic risk that affects the returns of all stocks, and the firm-specific events are the unexpected microeconomic events that affect the returns of specific firms, such as the death of key people or the lowering of the firm's credit rating, that would ...

  5. Sharpe ratio - Wikipedia

    en.wikipedia.org/wiki/Sharpe_ratio

    It is defined as the difference between the returns of the investment and the risk-free return, divided by the standard deviation of the investment returns. It represents the additional amount of return that an investor receives per unit of increase in risk. It was named after William F. Sharpe, [1] who developed it in 1966.

  6. Markowitz model - Wikipedia

    en.wikipedia.org/wiki/Markowitz_model

    I RF = risk-free rate of interest R M = return on the market portfolio σ M = standard deviation of the market portfolio σ P = standard deviation of portfolio (R M – I RF)/σ M is the slope of CML. (R M – I RF) is a measure of the risk premium, or the reward for holding risky portfolio instead of risk-free portfolio. σ M is the risk of ...

  7. Deviation risk measure - Wikipedia

    en.wikipedia.org/wiki/Deviation_risk_measure

    In financial mathematics, a deviation risk measure is a function to quantify financial risk (and not necessarily downside risk) in a different method than a general risk measure. Deviation risk measures generalize the concept of standard deviation .

  8. Risk measure - Wikipedia

    en.wikipedia.org/wiki/Risk_measure

    In financial mathematics, a risk measure is used to determine the amount of an asset or set of assets (traditionally currency) to be kept in reserve. The purpose of this reserve is to make the risks taken by financial institutions , such as banks and insurance companies, acceptable to the regulator .

  9. Beta (finance) - Wikipedia

    en.wikipedia.org/wiki/Beta_(finance)

    By using the relationship between standard deviation and variance, ⁡ and the definition of correlation, ⁡ (,) ⁡ ⁡ (), market beta can also be written as =,, where , is the correlation of the two returns, and , are the respective volatilities.