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Holding Period Return Calculator

Beginning value of investment ($):
Ending value of investment ($):
Income received from investment ($):

About Holding Period Return Calculator

The Holding Period Return Calculator is used to calculate the holding period return (HPR) of an investment.

Holding Period Return

In finance, holding period return (HPR) is a rate of return on an asset, investment or portfolio over a particular investment period. HPR is the sum of income and capital gains divided by the asset value at the beginning of the period, often expressed as a percentage. It is one of the simplest measures of investment performance.

Formula

The holding period return (HPR) calculation formula is as follows:

HPR = (Income + Ending Value - Beginning Value) / Beginning Value