The formula for CAPM calculates the expected return of an asset (usually a stock ... The efficient frontier uses CAPM to help create an efficient portfolio that tells an investor the optimal ...

Rebecca Baldridge, CFA, is an investment professional and financial writer with over 20 years' experience in the financial services industry. In addition to a decade in banking and brokerage in ...

The Time-Weighted Return (TWR ... simple steps to calculate the TWR: Use this formula to determine the compounded rate of growth of your portfolio holdings. Assume there are two mutual funds ...