Portfolio Risk – Excel Template

Ivan Kitov
Ivan Kitov

Portfolio Risk represents the combined risk of each individual investment within a portfolio. Standard deviation is the most common proxy for portfolio risk. A portfolio’s historical standard deviation can be calculated as the square root of the variance of returns.

Some other related topics you might be interested to explore are Covariance and Correlation of Stock Returns, Portfolio Return, and Mean Return.

This is an open-access Excel template in XLSX format that will be useful for anyone who wants to work as a Statistician, Financial Analyst, Data Analyst, or Portfolio Manager.

You can now download the Excel template for free.

Portfolio Risk is among the topics included in the Portfolio Management module of the CFA Level 1 Curriculum.

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