Calculate holding period returns and analyze investment performance. Compare different time periods, include dividends, and get annualized return metrics.
Purchase price or initial value
Current or sale price
Total dividends or income received
Additional capital invested during period
Investment start date
Investment end date
Annual benchmark return for comparison
Capital gains tax rate
Annual inflation rate
Type of investment
Calculate total and annualized holding period returns
Holding Period Return (HPR) measures the total return earned on an investment during the time it was held, including both capital gains and income received.
Assess how well investments performed over specific periods.
Compare returns across different assets and time periods.
Evaluate individual holdings within a portfolio.
Calculate after-tax returns for tax-efficient investing.