Return Comparator

Analyze the risk-adjusted return of private loans vs traditional instruments using the CAPM model.

This calculator compares the risk-adjusted return of private loans against traditional instruments using the CAPM (Capital Asset Pricing Model).

It's ideal for investors who want to understand whether a private loan's return justifies the risk compared to CDs and Treasuries.

Enter the risk-free rate, beta, equity risk premium, and private lending-specific premiums.

For example, if the risk-free rate is 4.23% and CAPM suggests a fair return of 9.5%, a 10% loan offers a positive spread over the assumed risk.

CAPM Parameters

Rate = Rf + β(Rm - Rf) + Illiquidity Premium + Credit Spread

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Resulting CAPM Rate

9.16%

Rate Construction (Waterfall)

Each CAPM model component adds up to build the required rate of return.

Risk-free rate (Rf)+4.26%
= 4.26%
Systematic risk (β × ERP)+2.40%
= 6.66%
Illiquidity premium+1.50%
= 8.16%
Credit spread+1.00%
= 9.16%
Total CAPM Rate9.16%
Risk-free rate (Rf)
Systematic risk (β × ERP)
Illiquidity premium
Credit spread

Return Comparison

InstrumentAnnual ReturnRiskCollateralLiquidity
Bank CD1.52%LowFDIC insuredHigh
Treasury 10Y4.26%LowUS GovernmentHigh
Private Loan9.16%MediumReal estate (1st lien)Low

Comparative Returns

Bank CD1.52%
Treasury 10Y4.26%
Private Loan9.16%

CAPM Formula

Rate = Rf + β(Rm - Rf) + Illiquidity Premium + Credit Spread

4.26% + 0.4 × 6% + 1.5% + 1% = 9.16%

Data Sources

Data updated as of 03/2026. Values presented are for reference and may vary. This tool does not constitute financial advice.