What return should you require for the risk you're taking?

Required return = risk-free rate + beta × equity risk premium. This is the Security Market Line — the line that says how much extra return you should demand for each unit of systematic risk.

SO

Built and reviewed by Stephen Omukoko Okoth

Mathematical Economist · ex-Morgan Stanley FI · Equilar

Inputs

The three numbers

Verdict

10.00% required return.

4.5% risk-free + 1.00 × 5.5% premium.

If the asset's expected return is above this number, CAPM says it's worth the risk; below, you're being underpaid for what you're carrying.

Result

The decomposition

Required return

10.00%

Risk-free component

4.5%

Risk premium component

5.50%

β × ERP

Beta interpretation

Market

Security Market Line

Required return as a function of beta

The dot marks your input. Above the line = positive alpha (asset's expected return exceeds CAPM). Below = negative alpha.

Common questions

What is CAPM?

Capital Asset Pricing Model: required return = risk-free rate + beta × equity risk premium. It's the textbook model for the return an investor should require to hold a risky asset, given how much that asset moves with the market.

What is beta?

How a stock moves relative to the market. Beta of 1.0 = moves with the market. Beta of 1.5 = moves 50% more than the market. Beta of 0.5 = half as volatile. Negative beta = inverse to the market (rare; gold is a partial example).

What's the equity risk premium?

Long-run excess return of stocks over the risk-free rate. Common defaults: 5-6% for the US, slightly higher for emerging markets reflecting compensation for additional risk. The number is famously hard to pin down — Damodaran updates an estimate annually.

Is CAPM actually used?

Yes, ubiquitously, despite well-documented empirical weaknesses. Corporate finance teams use it for cost-of-equity in DCF models. Academics use multi-factor models (Fama-French) instead. For quick estimates, CAPM is the lingua franca.