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PERF vs OZ

Comparison between Perfect Corp - Class A (PERF, Company) and Belpointe REIT Inc (OZ, Company).

PERF is from the Technology sector, while OZ is from the Real Estate sector.

5-Year PerformanceOZ has outperformed PERF, delivering a return of -18.3% compared to -28.0%

PERF vs OZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PERF
$183M
Winner
OZ
$183M
Max Drawdown
PERF
88.17%
Winner
OZ
75.28%
Sharpe Ratio
Winner
PERF
0.15
OZ
-0.78
5Y Beta
PERF
0.68
Winner
OZ
0.23
Industry
PERF
Software - Application
OZ
Real Estate - Development
P/E Ratio
PERF
32.34
Winner
OZ
-4.52
Forward P/E
PERF
24.94
OZ
N/A
PEG Ratio
PERF
1.28
Winner
OZ
-0.08
Debt to Equity
PERF
0.41%
OZ
N/A
Free Cash Flow Yield
Winner
PERF
5.57%
OZ
-14.28%
P/S Ratio
Winner
PERF
2.68
OZ
12.73
P/B Ratio
PERF
1.21
Winner
OZ
0.72

PERF vs OZ - Historical Returns

Returns include dividend reinvestment.

1M
PERF
-3.11%
Winner
OZ
+3.54%
3M
Winner
PERF
+12.65%
OZ
-5.23%
6M
Winner
PERF
+25.50%
OZ
-5.86%
1Y
Winner
PERF
-1.58%
OZ
-22.21%
5Y(CAGR)
PERF
-28.00%
Winner
OZ
-18.31%
Max(CAGR)
PERF
-26.61%
Winner
OZ
-10.56%

PERF vs OZ - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearPERFOZ
2026+8.09%-15.85%
2025-38.01%-7.76%
2024-5.94%+4.59%
2023-56.94%-18.90%
2022-27.14%+0.01%
2021-2.54%-0.73%
2020N/A+9.98%
2019N/A+0.25%

PERF vs OZ Drawdown Comparison

The maximum drawdown for PERF was -88.17%, occurring on Feb 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for OZ was -75.28%, occurring on Jun 29, 2026. This drawdown has not yet recovered.

The current PERF drawdown is -82.98%. The current OZ drawdown is -73.74%.

RankPERFOZ
#1-88.17%
Oct 31, 2022 - Feb 24, 2026
-75.28%
Sep 8, 2021 - Jun 29, 2026
#2-24.80%
Mar 1, 2021 - Oct 31, 2022
-37.94%
Sep 2, 2020 - Sep 7, 2021
#3N/A-5.94%
Dec 6, 2019 - Aug 27, 2020

Correlation

Correlation between PERF and OZ is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

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