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  2. Total return index - Wikipedia

    en.wikipedia.org/wiki/Total_return_index

    Though this theory is working with historical data, the models following this theory are trying to calculate the expected return based on a selected combination of assets. For example, in this way a stock portfolio representing a part of a stock index can be compared with the performance version of the stock index.

  3. Single-index model - Wikipedia

    en.wikipedia.org/wiki/Single-index_model

    These equations show that the stock return is influenced by the market (beta), has a firm specific expected value (alpha) and firm-specific unexpected component (residual). Each stock's performance is in relation to the performance of a market index (such as the All Ordinaries). Security analysts often use the SIM for such functions as ...

  4. 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.

  5. Modified Dietz method - Wikipedia

    en.wikipedia.org/wiki/Modified_Dietz_method

    The modified Dietz method [1] [2] [3] is a measure of the ex post (i.e. historical) performance of an investment portfolio in the presence of external flows. (External flows are movements of value such as transfers of cash, securities or other instruments in or out of the portfolio, with no equal simultaneous movement of value in the opposite direction, and which are not income from the ...

  6. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return .

  7. Is Joby Aviation Stock Ready for Takeoff? - AOL

    www.aol.com/joby-aviation-stock-ready-takeoff...

    Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

  8. Portfolio optimization - Wikipedia

    en.wikipedia.org/wiki/Portfolio_optimization

    Portfolio optimization assumes the investor may have some risk aversion and the stock prices may exhibit significant differences between their historical or forecast values and what is experienced. In particular, financial crises are characterized by a significant increase in correlation of stock price movements which may seriously degrade the ...

  9. Is Joby Aviation Stock Ready for Takeoff? A Deep Dive Into ...

    www.aol.com/joby-aviation-stock-ready-takeoff...

    Joby Aviation leads the eVTOL race with a vertically integrated business model, strong financials, and high institutional ownership, but investors should consider the long path to profitability.

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