CAPM (Capital Asset Pricing Model) Utility
This module lets you calculate the expected return of any stock or portfolio according to CAPM, a core idea in modern finance for pricing risky assets.
What is CAPM?
- CAPM gives you the expected return of an asset based on its risk relative to the market (called beta), the risk-free rate, and the market’s return.
- It’s used by professionals and students to estimate if an investment is fairly compensated for its risk.
Formula:
Expected Return = Risk-Free Rate + Beta × (Market Return - Risk-Free Rate)
How to Use
- Put your numbers into the
capm_expected_return()function incapm_calculator.py.- risk_free_rate = annual risk-free rate, e.g., yield on a government bond (as decimal, 3% = 0.03)
- beta = sensitivity of asset to market, usually found on finance websites
- market_return = expected annual market return (as decimal)
- Run the script or import the function in your project.
Quick Example
from capm_calculator import capm_expected_return
rf = 0.03
beta = 1.2
rm = 0.09
print('CAPM Return:', capm_expected_return(rf, beta, rm))
Why It’s Useful
- Helps judge if an asset is worth its risk
- Core to portfolio theory and investing basics
- Used in professional valuation, risk management, and exam syllabi