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📈 Holding Period Return Calculator

Calculate the total return on an investment over any holding period, including income received.

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HPR Formula

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

HPR measures total return regardless of time. To compare across periods, convert to annualized return: (1+HPR)^(12/months) − 1.

Holding Period ReturnHPRTotal ReturnInvestment