A measure of portfolio risk. A beta of 1.0 indicates price sensitivity strongly correlated with the market.


The percentage of an investment's movements that can be explained by movements in a benchmark index. An R-squared of 100% means that all movements of a security are explained by movements in the index.

Sharpe ratio

A measure of average returns in excess of the risk-free rate. Generally speaking, the higher the Sharpe ratio, the more attractive the risk-adjusted return.

Standard deviation

Standard deviation is a measure of volatility. It measures the dispersion of a dataset relative to its mean. The higher the standard deviation the more volatile the investment.


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