Kelly Criterion Calculator
The Kelly Criterion is a mathematical formula used by professional gamblers and investors to determine the optimal size of a bet or investment. Developed by Bell Labs scientist John L. Kelly Jr. in 1956, this formula maximizes the expected geometric growth rate of wealth while minimizing the risk of ruin.
The Kelly Formula
Calculate Your Optimal Bet Size
Enter your edge and odds to find the mathematically optimal wager
Example: 55% means you win 55 out of 100 bets on average
2.0 = even money (1:1), 3.0 = 2:1, 1.5 = 1:2. This is total return including stake.
Example Scenarios
Click any scenario to load its values into the calculator:
đ Slight Edge (Card Counting)
A small but real edge like a skilled blackjack card counter might achieve.
đŻ Sports Betting Edge
A realistic edge for a skilled sports bettor against the spread.
đ° Strong Edge (Rare)
An unusually strong edgeârare in gambling but possible in some investments.
â ď¸ No Edge (Casino Games)
Typical casino game oddsâKelly says don't bet at all!
The History of Kelly Criterion
The Kelly Criterion was developed in 1956 by John L. Kelly Jr., a scientist at Bell Labs who was working on information theory. His original paper, "A New Interpretation of Information Rate," applied Claude Shannon's information theory to gambling.
Kelly's insight was elegant: if you have an edge, there's a mathematically optimal bet size that maximizes the growth rate of your bankroll over time. Bet too little and you're leaving money on the table. Bet too much and you risk catastrophic losses that take forever to recover from.
Why Kelly Criterion Matters
The Kelly Criterion answers one of gambling's most important questions: "How much should I bet?" According to research published by the CFA Institute, proper bet sizing is often more important than finding edge in the first place.
Here's why optimal bet sizing is crucial:
- Overbetting leads to ruin: Even with a positive edge, betting too aggressively will eventually wipe out your bankroll due to variance
- Underbetting wastes edge: Betting too conservatively means you're not capitalizing on your advantage
- Geometric growth: The Kelly formula specifically optimizes for compound growth, which is how wealth actually accumulates
- Risk management: Kelly automatically balances risk and reward based on your actual edge
The Mathematics Behind Kelly
The Kelly Criterion derives from maximizing the expected logarithm of wealth. For a simple bet with win probability p and odds b (decimal odds minus 1), the optimal fraction f* is:
Where q = 1 - p is the probability of losing. According to research from Columbia University, this formula has several important properties:
- f* = 0 when edge = 0: If you have no edge (bp = q), Kelly says don't bet at all
- f* is negative when edge is negative: A negative Kelly means the bet is unfavorableâyou should bet the other side if possible
- f* approaches 1 as edge increases: With a massive edge, you could theoretically bet your entire bankroll
- The formula is edge-dependent: More edge = larger optimal bet
Kelly Criterion in Practice
While the Kelly formula is mathematically elegant, applying it in the real world requires some adjustments:
Why Professionals Use Fractional Kelly
- Edge uncertainty: If you think your edge is 5% but it's actually 2%, full Kelly will overbet significantly
- Reduced variance: Half-Kelly has 75% of the growth rate but much smoother equity curves
- Psychological factors: Large drawdowns are emotionally difficult even if mathematically optimal
- Correlated bets: Multiple bets that might fail together require smaller individual sizing
As documented in our story about casino whales and high rollers, even professional gamblers who understand Kelly often fail when they ignore its principles. The math doesn't care about feelingsâoverbetting destroys even the most skilled players.
Kelly in Investing
The Kelly Criterion has crossed over from gambling to professional investing. Legendary investors like Warren Buffett (who calls it "the Charlie Munger approach") have referenced Kelly-style thinking when concentrating capital in high-conviction bets.
According to the financial literature reviewed by Investopedia, Kelly Criterion is used in:
- Hedge fund position sizing
- Options trading strategies
- Sports betting syndicates
- Poker bankroll management
- Venture capital allocation
When Kelly Criterion Doesn't Apply
It's important to understand the limitations of Kelly Criterion:
- No edge: For standard casino games, you have no edge. Kelly says don't bet. Period. Our Casino Odds Calculator shows why the house always has the advantage.
- Unknown edge: If you can't reliably estimate your edge, Kelly can't help you
- Single bets: Kelly optimizes for long-term growth across many bets. For one-time situations, other factors may dominate.
- Utility considerations: Kelly maximizes geometric growth, but some situations (like betting rent money) have non-linear utility that Kelly ignores
This connects to the psychology explored in our article on near-miss psychologyâhumans are notoriously bad at estimating probabilities, which makes accurate Kelly calculations nearly impossible for most gamblers.
Related Tools
Bankroll Simulator
Visualize how bankrolls fluctuate with variance over timeâsee Kelly in action.
Use this tool âCasino Odds Calculator
Calculate house edge for casino gamesâand see why Kelly says don't bet.
Use this tool âSession Outcome Calculator
Calculate probabilities of different session outcomes based on edge and variance.
Use this tool âRelated Stories
The MIT Blackjack Team
How students used mathematics and Kelly-style bankroll management to beat Vegas.
Read the story âCasino Whales & High Rollers
When rich gamblers ignore Kelly Criterionâand the billions lost as a result.
Read the story âThe Psychology of Near Misses
Why humans are bad at probability estimationâand why Kelly is so hard to apply.
Read the story â