CAPM Formula Template

Calculate Your Return on Investment with the CAPM Formula Template. CAPM Formula Template: Learn how to calculate the cost of equity using the Capital Asset Pricing Model (CAPM) formula. Understand the assumptions, inputs, and calculations needed to accurately measure the cost of equity for any investment.

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  • Total Downloads 5
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  • Template Rating1.0

Template Information

  • ReleasedJun 23, 2022
  • UpdatedNov 21, 2024
  • File TypeMicrosoft Excel
  • Demo Video No
  • File Size0.0
  • File SKU22

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Kumar S Devendra
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CAPM Formula Template Description

This CAPM formula template will help you calculate the required rate of return for investing in a security given the risk-free return and risk premium.

The Capital Asset Pricing Model (CAPM) describes the relationship between expected return and risk of investing in a security. It shows that the expected return on a security is equal to the risk-free return plus a risk premium, which is based on the beta of that security.

The formula for calculating CAPM is as follow:

Expected return on a security = Risk-free rate + Beta of the security * (Expected return on market – Risk-free rate)

It is based on the premise that investors have assumptions of systematic risk (also known as market risk or non-diversifiable risk) and need to be compensated for it in the form of a risk premium – an amount of market return greater than the risk-free rate. By investing in a security, investors want a higher return for taking on additional risk.

Credits to :  Corporate Finance Institute

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