📊 Portfolio Beta Calculator
Calculate the overall beta (market sensitivity) of your investment portfolio from up to four individual holdings.
%
%
%
%
What is portfolio beta?
Portfolio beta measures how sensitive an entire portfolio is to overall market movements, calculated as the weighted average of the betas of its individual holdings.
The formula
Portfolio Beta = Σ (Weight of Holding × Beta of Holding). A portfolio beta of 1.0 moves in line with the market; above 1.0 is more volatile than the market; below 1.0 is less volatile. For an accurate result, the weights entered should sum to 100%.
This calculator is for general investment education, not investment advice.
Last reviewed August 2026