PortfoliosLab logoPortfoliosLab logo
DX vs. KRP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DX vs. KRP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dynex Capital, Inc. (DX) and Kimbell Royalty Partners, LP (KRP). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, DX achieves a 0.54% return, which is significantly lower than KRP's 32.35% return.


DX

1D
0.08%
1M
2.83%
YTD
0.54%
6M
1.85%
1Y
25.07%
3Y*
17.21%
5Y*
5.09%
10Y*
7.57%

KRP

1D
-0.20%
1M
-2.31%
YTD
32.35%
6M
37.01%
1Y
12.59%
3Y*
11.24%
5Y*
14.83%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DX vs. KRP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DX
Dynex Capital, Inc.
0.54%29.48%13.64%11.91%-15.39%2.25%17.09%11.12%-8.46%16.71%
KRP
Kimbell Royalty Partners, LP
32.35%-18.60%20.43%0.76%36.93%89.97%-48.94%38.62%-8.93%-5.43%

Correlation

The correlation between DX and KRP is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Feb 3, 2017

0.17

The correlation between DX and KRP shifts across timeframes, from -0.06 (1 year) to 0.21 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

DX:

$2.61B

KRP:

$1.76B

EPS

DX:

$1.59

KRP:

$0.60

PE Ratio

DX:

8.20

KRP:

24.59

PS Ratio

DX:

2.85

KRP:

5.71

PB Ratio

DX:

1.00

KRP:

3.37

Total Revenue (TTM)

DX:

$695.85M

KRP:

$309.11M

Gross Profit (TTM)

DX:

$695.85M

KRP:

$319.28M

EBITDA (TTM)

DX:

$900.29M

KRP:

$177.16M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

DX vs. KRP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DX
DX Risk / Return Rank: 7676
Overall Rank
DX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
DX Sortino Ratio Rank: 7777
Sortino Ratio Rank
DX Omega Ratio Rank: 7575
Omega Ratio Rank
DX Calmar Ratio Rank: 7272
Calmar Ratio Rank
DX Martin Ratio Rank: 7676
Martin Ratio Rank

KRP
KRP Risk / Return Rank: 5656
Overall Rank
KRP Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
KRP Sortino Ratio Rank: 5252
Sortino Ratio Rank
KRP Omega Ratio Rank: 5151
Omega Ratio Rank
KRP Calmar Ratio Rank: 5656
Calmar Ratio Rank
KRP Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DX vs. KRP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dynex Capital, Inc. (DX) and Kimbell Royalty Partners, LP (KRP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DXKRPDifference
Sharpe ratioReturn per unit of total volatility

+0.88

Sortino ratioReturn per unit of downside risk

+1.14

Omega ratioGain probability vs. loss probability

1.25

1.11

+0.14

Calmar ratioReturn relative to maximum drawdown

1.65

0.62

+1.03

Martin ratioReturn relative to average drawdown

4.98

1.58

+3.40

DX vs. KRP - Sharpe Ratio Comparison

The current DX Sharpe Ratio is 1.43, which is higher than the KRP Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of DX and KRP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

DX vs. KRP - Drawdown Comparison

The maximum DX drawdown since its inception was -99.12%, which is greater than KRP's maximum drawdown of -80.91%. Use the drawdown chart below to compare losses from any high point for DX and KRP.


Loading charts...

Drawdown Indicators


DXKRPDifference

Max Drawdown

Largest peak-to-trough decline

-99.12%

-80.91%

-18.21%

Max Drawdown (1Y)

Largest decline over 1 year

-15.27%

-20.50%

+5.23%

Max Drawdown (3Y)

Largest decline over 3 years

-25.81%

-27.58%

+1.77%

Max Drawdown (5Y)

Largest decline over 5 years

-35.98%

-27.58%

-8.40%

Max Drawdown (10Y)

Largest decline over 10 years

-56.76%

Current Drawdown

Current decline from peak

-31.19%

-4.95%

-26.24%

Average Drawdown

Average peak-to-trough decline

-56.78%

-19.37%

-37.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.04%

7.97%

-2.93%

Volatility

DX vs. KRP - Volatility Comparison

The current volatility for Dynex Capital, Inc. (DX) is 5.16%, while Kimbell Royalty Partners, LP (KRP) has a volatility of 6.60%. This indicates that DX experiences smaller price fluctuations and is considered to be less risky than KRP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


DXKRPDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.16%

6.60%

-1.44%

Volatility (6M)

Calculated over the trailing 6-month period

13.78%

16.81%

-3.03%

Volatility (1Y)

Calculated over the trailing 1-year period

17.67%

23.01%

-5.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.85%

28.34%

-4.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.88%

41.29%

-11.41%

Dividends

DX vs. KRP - Dividend Comparison

DX's dividend yield for the trailing twelve months is around 15.62%, more than KRP's 10.22% yield.


PositionTTM20252024202320222021202020192018201720162015
DX
Dynex Capital, Inc.
15.62%14.13%11.46%12.46%12.26%9.34%9.33%11.87%12.59%10.27%12.32%15.12%
KRP
Kimbell Royalty Partners, LP
10.22%13.61%10.78%11.50%11.26%8.36%11.00%9.29%12.22%5.17%0.00%0.00%

Financials

DX vs. KRP - Financials Comparison

This section allows you to compare key financial metrics between Dynex Capital, Inc. and Kimbell Royalty Partners, LP. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-100.00M0.00100.00M200.00M300.00M20222023202420252026
257.39M
65.54M
(DX) Total Revenue
(KRP) Total Revenue
Values in USD except per share items

DX vs. KRP - Profitability Comparison

The chart below illustrates the profitability comparison between Dynex Capital, Inc. and Kimbell Royalty Partners, LP over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%20222023202420252026
100.0%
91.0%
Portfolio components
DX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dynex Capital, Inc. reported a gross profit of 257.39M and revenue of 257.39M. Therefore, the gross margin over that period was 100.0%.

KRP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kimbell Royalty Partners, LP reported a gross profit of 59.66M and revenue of 65.54M. Therefore, the gross margin over that period was 91.0%.

DX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dynex Capital, Inc. reported an operating income of 236.91M and revenue of 257.39M, resulting in an operating margin of 92.0%.

KRP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kimbell Royalty Partners, LP reported an operating income of 15.80M and revenue of 65.54M, resulting in an operating margin of 24.1%.

DX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dynex Capital, Inc. reported a net income of -80.36M and revenue of 257.39M, resulting in a net margin of -31.2%.

KRP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kimbell Royalty Partners, LP reported a net income of 3.97M and revenue of 65.54M, resulting in a net margin of 6.1%.


Frequently Asked Questions


DX and KRP have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KRP has higher volatility (6.60%) compared to DX (5.16%). In terms of maximum drawdown, DX dropped -99.12% vs KRP's -80.91%.

DX currently has the higher Sharpe Ratio (1.43 vs 0.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for DX and KRP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer