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  2. Expected return - Wikipedia

    en.wikipedia.org/wiki/Expected_return

    The expected return (or expected gain) on a financial investment is the expected value of its return (of the profit on the investment). It is a measure of the center of the distribution of the random variable that is the return. [1] It is calculated by using the following formula: [] = = where

  3. Calculating the Expected Return of a Portfolio

    www.aol.com/news/calculating-expected-return...

    An investment’s “expected return” is a critical number, but in theory it is fairly simple: It is the total amount of money you can expect to gain or lose on an investment with a predictable ...

  4. Capital allocation line - Wikipedia

    en.wikipedia.org/wiki/Capital_allocation_line

    An example capital allocation line. As illustrated by the article, the slope dictates the amount of return that comes with a certain level of risk. Capital allocation line (CAL) is a graph created by investors to measure the risk of risky and risk-free assets. The graph displays the return to be made by taking on a certain level of risk.

  5. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    Once an asset's expected return, (), is calculated using CAPM, the future cash flows of the asset can be discounted to their present value using this rate to establish the correct price for the asset. A riskier stock will have a higher beta and will be discounted at a higher rate; less sensitive stocks will have lower betas and be discounted at ...

  6. Rate of return on a portfolio - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return_on_a_portfolio

    The rate of return on a portfolio can be calculated indirectly as the weighted average rate of return on the various assets within the portfolio. [3] The weights are proportional to the value of the assets within the portfolio, to take into account what portion of the portfolio each individual return represents in calculating the contribution of that asset to the return on the portfolio.

  7. Return on capital - Wikipedia

    en.wikipedia.org/wiki/Return_on_capital

    The cost of capital is the return expected from investors for bearing the risk that the projected cash flows of an investment deviate from expectations. It is said that for investments in which future cash flows are incrementally less certain, rational investors require incrementally higher rates of return as compensation for bearing higher ...

  8. What Is the Return on Assets Ratio Formula? - AOL

    www.aol.com/return-assets-ratio-formula...

    The formula to calculate corporate rate of return on assets is quite simple. All you have to do to calculate it is divide a company’s net income by its total assets.

  9. Sharpe ratio - Wikipedia

    en.wikipedia.org/wiki/Sharpe_ratio

    We estimate the risk of the asset, defined as standard deviation of the asset's excess return, as 10%. The risk-free return is constant. Then the Sharpe ratio using the old definition is = = Example 2. An investor has a portfolio with an expected return of 12% and a standard deviation of 10%.