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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

    The best measure is the standard deviation of the difference between the portfolio and index returns. Many portfolios are managed to a benchmark, typically an index. Some portfolios, notably index funds , are expected to replicate, before trading and other costs, the returns of an index exactly, while others ' actively manage ' the portfolio by ...

  4. 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]

  5. Efficient frontier - Wikipedia

    en.wikipedia.org/wiki/Efficient_frontier

    In modern portfolio theory, the efficient frontier (or portfolio frontier) is an investment portfolio which occupies the "efficient" parts of the risk–return spectrum. Formally, it is the set of portfolios which satisfy the condition that no other portfolio exists with a higher expected return but with the same standard deviation of return (i ...

  6. Portfolio optimization - Wikipedia

    en.wikipedia.org/wiki/Portfolio_optimization

    Portfolio optimization is the process of selecting an optimal portfolio (asset distribution), out of a set of considered portfolios, according to some objective.The objective typically maximizes factors such as expected return, and minimizes costs like financial risk, resulting in a multi-objective optimization problem.

  7. Standard deviation - Wikipedia

    en.wikipedia.org/wiki/Standard_deviation

    The mean and the standard deviation of a set of data are descriptive statistics usually reported together. In a certain sense, the standard deviation is a "natural" measure of statistical dispersion if the center of the data is measured about the mean. This is because the standard deviation from the mean is smaller than from any other point.

  8. Beta (finance) - Wikipedia

    en.wikipedia.org/wiki/Beta_(finance)

    By using the relationship between standard deviation and variance, ⁡ and the definition of correlation, ⁡ (,) ⁡ ⁡ (), market beta can also be written as =,, where , is the correlation of the two returns, and , are the respective volatilities.

  9. Deviation risk measure - Wikipedia

    en.wikipedia.org/wiki/Deviation_risk_measure

    In financial mathematics, a deviation risk measure is a function to quantify financial risk (and not necessarily downside risk) in a different method than a general risk measure. Deviation risk measures generalize the concept of standard deviation .