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Beta (and why the app adjusts it)

how much a stock moves vs the market · Risk & quality — durability and the shape of the bet

Beta

How much a stock moves relative to the whole market. Beta 1.0 = moves with the market; 2.0 = twice as jumpy; 0.5 = half as jumpy.

The Blume adjustment

Raw historical betas overshoot — extreme readings tend to drift back toward 1.0 over time — so the app shrinks them toward 1 for a more honest forward estimate.

CAPM — turning beta into a discount rate

CAPM is the model that converts beta into a required return: riskier stock → higher return demanded. The app uses it to set each company’s own DCF discount rate (8–12%), so a sleepy utility and a volatile chip stock aren’t discounted as if they were equally risky.

The calculation
CAPM required return = risk-free rate + β × (market return − risk-free rate)
app’s per-name discount rate = clamp( 8%…12%,  4.3% + β* × 4.7% )
β* = 0.33 + 0.67 × β        (Blume shrink toward 1.0)
What each piece means
β (beta)
— the stock’s move per 1% market move (the regression slope vs the market)
β* (adjusted)
— beta shrunk toward 1.0, because raw betas overshoot
risk-free rate
— the no-risk baseline return (~4.3%)
4.7%
— the app’s equity risk premium — extra return demanded for stock risk
Dig deeper
See it run on live stocks →Weekly Monitor computes this on ~1,000 names — free, in your browser, every formula shown. Nothing here is advice.
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