Holding Period Return / Yield – Excel Template

Ivan Kitov
Ivan Kitov

Holding period return (HPR) is the total return of an asset or portfolio over a certain period of time. It determines the total return on investment from capital gain and periodic income.

This open-access Excel template is a useful tool for bankers, investment professionals, corporate finance practitioners, and portfolio managers.

Holding period return is among the topics included in the Quantitative Methods module of the CFA Level 1 Curriculum. Gain valuable insights into the subject with our Math for Finance course.

You can also explore other related templates such as—Time-Weighted Rate of Return, Money-Weighted Rate of Return, and Arithmetic Mean Return.