Beta calculation

Hi community,

How you all doin’?

Quick question on volume 4 (Dec 2012), example 13, page 69;

How to calculate the beta in table 5? I tried with the beta/unleveraged, and beta/leveraged but it doesn’t fit the beta values in table 5. Thx.

Thank you for your effort and I look forward to hearing from you soon.

Best wishes, Christoph

Hi Oliverk120,

Thank you for your e-mail.

Well, you don’t have the CFA books? How come?

Anyhow, I know the formulas but somehow I am not able to get the beta value which is printed in the table. Getting frustrated as it should be pretty straight forward.

Thank you for your effort

Best wishes, Christoph

Also remember there could be erratta !

Thx. bartmane, it was the problem of the mix up of D/E, and D/(D+E) in the formula. Really appreciate the help.

@ Alladin: No errata as it was my mistake.

@ oliverk120: You already took the exam in 2011? What has happened?

Thanks again for all your valuable contribution.

TTYS Best wishes,


Hey all, this is oliverk120. Had some issues with my other account.

I passed Level I in December last year, but decided to postpone taking level II until next year (my job was ramping up and I wasn’t sure I would be able to commit the hours). Based on my frustrations in studying for level I decided to create NoteSnack, which I hope will help fellow CFA students and myself when I go for level II next year.

Best of luck!

Hi oliverk120,

Thank you for your e-mail.

Is it really sufficient enough to learn only by the Schweser Notes, and don’t read the curriculum books from the institute? Thx.

TTYS Best wishes,