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  2. Markowitz model - Wikipedia

    en.wikipedia.org/wiki/Markowitz_model

    R M = return on the market portfolio σ M = standard deviation of the market portfolio σ P = standard deviation of portfolio (R M – I RF)/σ M is the slope of CML. (R M – I RF) is a measure of the risk premium, or the reward for holding risky portfolio instead of risk-free portfolio. σ M is the risk of the market portfolio. Therefore, the ...

  3. Tracking error - Wikipedia

    en.wikipedia.org/wiki/Tracking_error

    Under the assumption of normality of returns, an active risk of x per cent would mean that approximately 2/3 of the portfolio's active returns (one standard deviation from the mean) can be expected to fall between +x and -x per cent of the mean excess return and about 95% of the portfolio's active returns (two standard deviations from the mean) can be expected to fall between +2x and -2x per ...

  4. RiskMetrics - Wikipedia

    en.wikipedia.org/wiki/RiskMetrics

    Download as PDF; Printable version; In other projects ... The first widely used portfolio risk measure was the standard deviation of portfolio value, ...

  5. Post-modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Post-modern_portfolio_theory

    Downside risk (DR) is measured by target semi-deviation (the square root of target semivariance) and is termed downside deviation. It is expressed in percentages and therefore allows for rankings in the same way as standard deviation. An intuitive way to view downside risk is the annualized standard deviation of returns below the target.

  6. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    The MPT is a mean-variance theory, and it compares the expected (mean) return of a portfolio with the standard deviation of the same portfolio. The image shows expected return on the vertical axis, and the standard deviation on the horizontal axis (volatility). Volatility is described by standard deviation and it serves as a measure of risk. [7]

  7. Risk measure - Wikipedia

    en.wikipedia.org/wiki/Risk_measure

    Download as PDF; Printable version; ... This set of random variables represents portfolio returns. ... The standard deviation is a deviation risk measure.

  8. Treynor–Black model - Wikipedia

    en.wikipedia.org/wiki/Treynor–Black_model

    In finance the Treynor–Black model is a mathematical model for security selection published by Fischer Black and Jack Treynor in 1973. The model assumes an investor who considers that most securities are priced efficiently, but who believes they have information that can be used to predict the abnormal performance of a few of them; the model finds the optimum portfolio to hold under such ...

  9. Single-index model - Wikipedia

    en.wikipedia.org/wiki/Single-index_model

    Download as PDF; Printable version; ... returns, which are assumed independent normally distributed with mean zero and standard deviation ... In a portfolio, the ...