Beta is a measure...


Summary
Beta is a measure of the systematic risk for a security or a portfolio relative to a market portfolio. Beta does not capture unsystematic, diversifiable risk. The beta coefficient measures the covariability of a security's or portfolio's volatility with the volatility of the market as a whole.

Please check your understanding of "beta" in the Practice Exercise which follows. You will then be ready to continue to the final section of this unit.

PRACTICE EXERCISE 6.4

Directions: Mark the correct answer to each question. Compare your solutions to the correct answers in the Answer Key that follow on the next page.

6. Beta is a measure of:
_____ a) the total risk for a security or a portfolio.
_____ b) the systematic risk for a security or a portfolio relative to a market portfolio.
_____ c) expected or normal returns for a security or a portfolio.
_____ d) unique or asset-specific risks for a security or a portfolio.

Use the following portfolio information for the next question



Security Amount Invested Weight Return Expected Beta Coefficient
Stock A $5,000 0.25 9% 0.80
Stock B $5,000 0.25 10% 1.00
Stock C $6,000 0.30 11% 1.20
Stock D $4,000 0.20 12% 1.40


7. What is the portfolio beta?
_____ a) 0.90
_____ b) 0.95
_____ c) 1.09
_____ d) 1.10