Quick Summary: Beta & Alpha Calculator

Beta and Alpha are the two pillars of fund performance evaluation. Beta measures a fund's sensitivity to market movements; a Beta of 1.2 means the fund is 20% more volatile than the index. Alpha measures the 'Manager Skill'—the excess return generated above what would be expected for the risk taken. Consistent positive Alpha is the hallmark of a top-tier mutual fund in India.

How to use the Beta & Alpha Calculator

  1. Input Fund Performance

    Enter the annualized return of the fund over the last 3-5 years.

  2. Select Benchmark Index

    Provide the return of the relevant benchmark (e.g., Nifty Midcap 150).

  3. Input Risk-Free Rate

    Enter the current 91-day T-Bill or 10-year bond yield (approx 7%).

  4. Review Skill Score

    Check if the fund has delivered a positive Alpha after adjusting for its Beta.

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Regulatory Disclaimer

Last verified May 2026

Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.

Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."

Consult a SEBI-registered IA or CA for personalised advice.

9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.