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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:

3. Grinold and Kroner Model - Wikipedia

   en.wikipedia.org/wiki/Grinold_and_Kroner_Model

   is the expected inflation rate g {\displaystyle g} is the real growth rate in earnings (note that by adding real growth and inflation, this is basically identical to just adding nominal growth) Δ S {\displaystyle \Delta S} is the changes in shares outstanding (i.e. increases in shares outstanding decrease expected returns)

4. Returns-based style analysis - Wikipedia

   en.wikipedia.org/wiki/Returns-based_style_analysis

   Returns-based style analysis (RBSA) is a statistical technique used in finance to deconstruct the returns of investment strategies using a variety of explanatory variables. The model results in a strategy's exposures to asset classes or other factors, interpreted as a measure of a fund or portfolio manager's investment style .

5. 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.

6. What Kind of Return Can You Expect From an All-Bond ... - AOL

   www.aol.com/whats-average-return-bond-portfolio...

   An emergency fund should be liquid -- in an account that isn't at risk of significant fluctuation like the stock market. The tradeoff is that the value of liquid cash can be eroded by inflation.

7. 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.

8. Return on investment - Wikipedia

   en.wikipedia.org/wiki/Return_on_investment

   Return on investment (ROI) or return on costs (ROC) is the ratio between net income (over a period) and investment (costs resulting from an investment of some resources at a point in time). A high ROI means the investment's gains compare favourably to its cost.

9. Jensen's alpha - Wikipedia

   en.wikipedia.org/wiki/Jensen's_alpha

   Jensen's alpha was first used as a measure in the evaluation of mutual fund managers by Michael Jensen in 1968. [2] The CAPM return is supposed to be 'risk adjusted', which means it takes account of the relative riskiness of the asset. This is based on the concept that riskier assets should have higher expected returns than less risky assets.