ATLASResearch
methods
Quantitative/ Analysis

CAPM

Test the market-beta baseline for expected returns

CAPM is an equilibrium model linking expected excess return to exposure to the market portfolio. Empirical work estimates market beta and examines whether average returns or regression alphas are consistent with the model. A single-index market regression is a statistical tool; testing CAPM additionally requires choices about a market proxy, risk-free return and the cross-sectional pricing restriction.

WHEN IT FITS

Choose CAPM as a transparent baseline for risk adjustment or an asset-pricing hypothesis when matched return, market-proxy and risk-free series are available. Compare conclusions with plausible multifactor alternatives.

Strengths

  • Parsimonious benchmark with an interpretable market exposure
  • Makes a clear expected-return restriction available for testing

Limitations

  • The theoretical market portfolio is not directly observed
  • Omitted priced exposures and unstable beta can affect conclusions

Know the boundary

A statistically significant market beta does not validate CAPM or predict a guaranteed realised return.

USED ACROSS
Banking & financeBusiness & MBA