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Holding Period Return Calculator

HPR = (P₁ − P₀ + income) / P₀.

Compute the holding-period return of an investment from beginning price, ending price, and any income (dividends, coupons) received: HPR = (P_end − P_start + income) / P_start. Reports both the cumulative HPR and the annualised return.

Nadia Almasri By Nadia Almasri
Published Last reviewed 1 min read

Inputs

$
$
$
yr

Results

Enter values and click Calculate to see results.
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How to use this calculator

  1. Fill in the inputs above using the units you already have.
  2. Values update automatically as you type — no submit button needed.
  3. Hover any result row for the underlying formula and intermediate values.

Formula

HPR = (P₁ − P₀ + D) / P₀; annualised = (1 + HPR)^(1/years) − 1.

In depth

Compute the holding-period return of an investment from beginning price, ending price, and any income (dividends, coupons) received: HPR = (P_end − P_start + income) / P_start. Reports both the cumulative HPR and the annualised return.