Learn R Programming

stocks (version 1.1.1)

sharpe: Sharpe Ratio

Description

Calculate Sharpe ratio based on a vector of gains (or prices). The formula is: (mean(gains) - rf) / sd(gains). Here rf is some risk-free rate of return, and gains is a vector of gains (usually daily, but could be weekly, monthly, or some other time interval). User can specify prices or gains.

Usage

sharpe(gains = NULL, prices = NULL, rf = 0)

Arguments

gains
Numeric vector of gains.
prices
Numeric vector of stock prices (typically daily closing prices).
rf
Risk-free rate of return hypothetically available to the investor.

Value

Numeric value indicating the Sharpe ratio.

Details

NA

References

Acknowledgment: This material is based upon work supported by the National Science Foundation Graduate Research Fellowship under Grant No. DGE-0940903.

See Also

sortino, rrr, mdd

Examples

Run this code
# Randomly generate daily stock gains over a 5-year period
stock.gains <- rnorm(251*5, 0.0005, 0.01)

# Calculate Sharpe ratio using risk-free return of 0
sharpe(stock.gains)

Run the code above in your browser using DataLab