Holding Period Return (HPR) Calculator - Complete Performance Metric
Calculate your total Holding Period Return (HPR) including dividends and capital gains. Annualize your returns for better across-time comparisons.
Holding Period Return (HPR)
Calculate the total return on an investment over the time it was held, including capital gains and income.
$
$
$
Total Holding Period Return
—
Cumulative return including appreciation and cash flow.
Annualized Return (CAGR)—
Total Dollar Profit—
Capital Gains Yield—
Return Component Breakdown
| Component | Amount | Contribution |
|---|
How to Use Holding Period Return (HPR) Calculator - Complete Performance Metric in 3 Easy Steps
1
Step 1
Enter what you originally paid for the asset.
2
Step 2
Enter what you sold it for (or current value).
3
Step 3
Be sure to include any dividends or interest received during the holding period.
Frequently Asked Questions
It is the total percentage return of an investment over the time it was held, including dividends and gains.
Annualizing allows you to compare returns from investments held for different lengths of time.
Standard HPR is pre-tax, but you can subtract taxes from your end-value to find a net HPR.
A negative HPR means you lost money on the investment over your holding period.