Holding Period Return (HPR) Calculator
Calculate the total return earned on an asset over its holding duration. Breaks down capital appreciation, dividend yield, and annualizes performance based on holding days.
Short-term Trade (45 Days)
Dividend Stock (2 Years)
Multi-year Compound (3 Years)
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Total Holding Period Return (HPR)
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Enter parameters on the left to calculate holding returns.
*Includes both price appreciation and total cash distribution payouts.
Annualized HPR (CAGR):
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Capital Gains return:
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Dividend Income yield:
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Total Return Value:
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Understanding Holding Period Return (HPR)
The Holding Period Return (HPR) measures the total profit or loss generated by an investment over the entire duration it was held. Unlike CAGR or simple annual returns, HPR does not restrict itself to calendar years and computes absolute yields combining price change and interest/dividend cash distributions.
Mathematical Formulas
1. Total Holding Period Return:
HPR = [ ( Ending Value – Starting Value + Dividends ) / Starting Value ] × 100
2. Capital Gains Return Portion:
Cap Gain % = [ ( Ending Value – Starting Value ) / Starting Value ] × 100
3. Annualized Return (Geometric equivalent over Custom Days):
To compare performance between holdings of differing durations, we convert the HPR to an annualized rate:
Annualized HPR = [ ( 1 + HPR / 100 )( 365 / Days Held ) – 1 ] × 100