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  2. Risk premium - Wikipedia

    en.wikipedia.org/wiki/Risk_premium

    This means that the market premium is dynamic in nature and ever-changing. Additionally, a general observation regardless of application is that the risk premium is larger during economic downturns and during periods of increased uncertainty. [3] There are many forms of risk such as financial risk, physical risk, and reputation risk. The ...

  3. Capital asset pricing model - Wikipedia

    en.wikipedia.org/wiki/Capital_asset_pricing_model

    An estimation of the CAPM and the security market line (purple) for the Dow Jones Industrial Average over 3 years for monthly data.. In finance, the capital asset pricing model (CAPM) is a model used to determine a theoretically appropriate required rate of return of an asset, to make decisions about adding assets to a well-diversified portfolio.

  4. Roll's critique - Wikipedia

    en.wikipedia.org/wiki/Roll's_critique

    The market return is defined as the wealth-weighted sum of all investment returns in the economy. Roll's critique makes two statements regarding the market portfolio: 1. Mean-variance tautology: Any mean-variance efficient portfolio satisfies the CAPM equation exactly:

  5. Asset pricing - Wikipedia

    en.wikipedia.org/wiki/Asset_pricing

    These models are born out of modern portfolio theory, with the capital asset pricing model (CAPM) as the prototypical result. Prices here are determined with reference to macroeconomic variables–for the CAPM, the "overall market"; for the CCAPM, overall wealth– such that individual preferences are subsumed.

  6. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    (⁡ ()) is the market premium, the expected excess return of the market portfolio's expected return over the risk-free rate. A derivation [ 14 ] is as follows: (1) The incremental impact on risk and expected return when an additional risky asset, a , is added to the market portfolio, m , follows from the formulae for a two-asset portfolio.

  7. Consumption-based capital asset pricing model - Wikipedia

    en.wikipedia.org/wiki/Consumption-based_capital...

    The consumption-based capital asset pricing model (CCAPM) is a model of the determination of expected (i.e. required) return on an investment. [1] The foundations of this concept were laid by the research of Robert Lucas (1978) and Douglas Breeden (1979). [2] The model is a generalization of the capital asset pricing model (CAPM). While the ...

  8. Security market line - Wikipedia

    en.wikipedia.org/wiki/Security_market_line

    E(R M) is an expected return on market portfolio M β is a nondiversifiable or systematic risk R M is a market rate of return R f is a risk-free rate. When used in portfolio management, the SML represents the investment's opportunity cost (investing in a combination of the market portfolio and the risk-free asset). All the correctly priced ...

  9. Cost of capital - Wikipedia

    en.wikipedia.org/wiki/Cost_of_capital

    It is commonly computed using the capital asset pricing model formula: Cost of equity = Risk free rate of return + Premium expected for risk Cost of equity = Risk free rate of return + Beta × (market rate of return – risk free rate of return) where Beta = sensitivity to movements in the relevant market. Thus in symbols we have