Chatham Cap Calculator

Calculate interest rate cap premiums, payouts, and protection scenarios. Hedge against rising interest rates with precision!

Payout = max(0, Rate - Cap) \times Notional \times Period • 🛡️ Rate Protection • 📊 Risk Management • 💼 Derivatives

Cap Parameters

Principal amount

Strike rate

Market Assumptions

Rate Protection Gauge

3.5%
Protected Below Cap

Protection Shield

Current Formula:

Cap Properties:

Type: Interest Rate Cap • Settlement: Cash • Exercise: European Style • Currency: USD

Protection Level

No Protection 70% Protected Full Protection

Interest Rate Cap Guide

What is an Interest Rate Cap?

An interest rate cap is a derivative contract that provides protection against rising interest rates. The buyer pays a premium upfront and receives payments when rates exceed the cap level.

Payout = max(0, Current\ Rate - Cap\ Rate) \times Notional \times Period

Key Cap Formulas

  • Premium Cost: Notional \times Premium\ (bps) \times Term
  • Breakeven Rate: Cap\ Rate + \frac{Premium}{Notional \times Term}
  • Intrinsic Value: max(0, Current\ Rate - Cap\ Rate)
  • Time Value: Premium - Intrinsic\ Value

Cap Advantages

  • Rate Protection: Limits exposure to rising interest rates
  • Flexibility: Maintains ability to benefit from falling rates
  • Customizable: Terms can be tailored to specific needs
  • No Margin: Premium paid upfront, no ongoing margin requirements

Risk Considerations

  • Premium cost if rates don't rise above cap level
  • Counterparty credit risk
  • Basis risk between reference rate and actual borrowing rate
  • Early termination costs
  • Accounting and tax implications