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Risk & Derivatives

Beta

A historical coefficient measuring an asset's return sensitivity to a chosen market benchmark.

Plain languagePractical exampleConnected reading
01

What is it?

A historical coefficient measuring an asset's return sensitivity to a chosen market benchmark.

02

Why does it matter?

It summarizes co-movement magnitude but does not show company-specific risk or maximum loss.

03

How should it be read?

Check period, frequency, benchmark, currency and stability of the estimate.

04

Common mistake

Assuming beta of 1.5 means the stock moves exactly 1.5 times the index every day.

IN PRACTICE

A simple example

An asset with long-run beta of 1.2 can still move opposite the market on individual days.

RELATED CONCEPTS

Follow the connection

CorrelationVolatilityMaximum drawdown
USE THE CONCEPT

Move from knowledge to data

Market LabTechnical Analysis