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How do I find: expected return total return risk adjusted return portfolio risk using beta I've found what I could, but am unsure how to

How do I find:

  • expected return
  • total return
  • risk adjusted return
  • portfolio risk using beta

I've found what I could, but am unsure how to find the rest of it.

*Everything needs to be solved using excel*

image text in transcribed
A B C D E F SYMBOL VALUE ASSET ALLOCATION % (WEIGHTS) REPORTED BETA WEIGHTED BETA RATE OF RETURN AMD $75,820.00 8% 1.52 0.120889475 3 COST $69,400.00 7% 0.64 0.046590843 HD $66,425.00 7% 1.07 un 0.074554947 CCL $61,785.00 6% 1.71 0.110825649 6 QQQ $59,712.75 6% 1.06 0.066394799 BA $58,380.00 6% 1.56 0.095532207 8 T $56,090.00 6% 0.75 0.044127348 9 GE $54,540.00 6% 1.18 0.06750847 10 AMZN $54,356.22 5% 0.93 0.053026544 11 TGT $53,193.00 5% 0.69 0.038500352 12 SO $53,050.00 6% 0.68 0.037840374 13 BRK.B $52,202.50 5% 0.94 0.051473094 14 TWTR $51,792.00 5% 1.26 0.068453294 15 XOM $51,465.00 5% 1.01 0.054524849 16 SUNW $51,090.00 5% 0.53 0.028403568 17 ZM $46,498.00 5% 0.00 0.000000000 18 CASH $37,520.91 4% 0.00 0.000000000 TOTAL PORTFOLIO 19 VALUE $953,320.38 100% TOTAL PORTFOLIO 20 BETA 15.53 0.958645812

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