Portfolio Return Calculator
Calculate the holding period return and annualized return for your investment portfolio.
Portfolio Information
Asset Details
Asset Name (Optional) | Beginning Value ($) | Ending Value ($) | Income Received ($) | Asset Return (%) | Action |
---|
Portfolio Performance Summary
Total Beginning Portfolio Value:
$0.00
Total Ending Portfolio Value (Capital):
$0.00
Total Income Received:
$0.00
Total Portfolio Value (End + Income):
$0.00
Net Gain / Loss:
$0.00
Overall Portfolio Return (HPR):
0.00%
Annualized Portfolio Return:
0.00%
Note: This calculator determines the Holding Period Return (HPR) for the portfolio based on the sum of individual asset performances. The return calculation is:
(Total Ending Value + Total Income - Total Beginning Value) / Total Beginning Value
. For annualization, ensure the "Holding Period (Days)" is accurate. This method does not account for the precise timing of cash flows within the period (like Time-Weighted or Money-Weighted Return methods).