Jesse Emspak has 20+ years of experience as journalistic entrepreneur and 10 years of financial services reporting on Wall Street. Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced ...

Alpha and beta are measures used by investors to classify the performance and risk of an investment security or portfolio. Beta is a measure of market risk, and alpha expresses whether the returns of ...

Caroline Banton has 6+ years of experience as a writer of business and finance articles. She also writes biographies for Story Terrace. Gordon Scott has been an active investor and technical analyst ...

Alpha measures if a manager's skill, not luck, adds investment value beyond market returns. Understanding alpha helps investors avoid paying for market risk (beta) that can be managed independently.

When investing in mutual funds, especially equity funds, it’s common to hear financial advisors or fund fact sheets mention terms like “Alpha” and “Beta.” While they may sound technical or ...