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Sharpe Ratio measures risk-adjusted return: (portfolio return - risk-free rate) / volatility. Higher is better.

ステップバイステップガイド

  1. 1Input portfolio return, volatility, risk-free rate
  2. 2Calculate Sharpe ratio
  3. 3Compare across portfolios/investments

解いた例

入力
Portfolio 10% return, 15% volatility, 2% risk-free
結果
Sharpe = (10-2)/15 = 0.53 (decent)
> 1.0 excellent, < 0.5 poor

避けるべきよくある間違い

  • Using different risk-free rates
  • Not comparing portfolios with same time period

よくある質問

Is Sharpe ratio universal?

Useful but assumes normal distributions; doesn't capture tail risk well.

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