Holding period return


In finance, holding period return (HPR) is the total return on an asset or portfolio over the period during which it was held. It is one of the simplest measures of investment performance. HPR is the percentage by which the value of a portfolio (or asset) has grown for a particular period. It is the sum of income and capital gains divided by the initial period value (asset value at the beginning of the period).

Related formulas


HPRnHolding period return (dimensionless)
InIncome (dimensionless)
Pn1Capital gains (dimensionless)
PnInitial Value (dimensionless)