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This research establishes a theoretical foundation for learning rate schedules by linking task difficulty and model capacity through functional scaling laws, revealing a sharp phase transition between early power decay and warmup-stable-decay strategies. The study demonstrates that precise tuning of decay shapes is often unnecessary, as a broad class of profiles achieves optimal convergence rates while avoiding schedule-induced capacity saturation in kernel regression settings. These findings offer practitioners a principled approach to selecting learning rate schedules based on the inherent hardness of their specific training tasks rather than relying on heuristic adjustments.
Optimal Learning Rate Schedules under Functional Scaling Laws: Power Decay and Warmup-Stable-Decay
arXiv:2602.06797v3 Announce Type: replace-cross Abstract: We study optimal learning rate (LR) schedules under the functional scaling law (FSL) framework (Li et al., 2025), which decomposes training dynamics into signal learning and noise forgetting. In power-law kernel regression, these two components are governed by a source exponent $s>0$ and a capacity exponent $q>1$, respectively, with smaller $s$ corresponding to harder tasks. For a fixed training horizon $N$, we characterize the schedules that minimize the final-step loss under a stability constraint and reveal a sharp phase transition. In the easy-task regime $s>1-1/q$, the optimal schedule follows power decay from the beginning of training; in the hard-task regime $s<1-1/q$, it becomes warmup-stable-decay (WSD)-like (Hu et al., 2024), staying at the largest admissible LR for most of training before a final decay. In both regimes, the decay exponent is $2q-1$: task difficulty determines when to decay, while model capacity determines how to decay. Beyond the exact optimum, we study fractional schedules, whose shape is defined over relative training progress. We show that precise tuning of the decay shape is often unnecessary: a broad class of profiles attains the optimal convergence rate, while overly slow terminal decay leads to schedule-induced capacity saturation. Finally, for one-pass SGD in kernel regression, FSL-motivated power-decay schedules achieve optimal last-iterate rates. Experiments support the theoretical predictions and the task-dependent transition between early and delayed decay.
Abstract:We study optimal learning rate (LR) schedules under the functional scaling law (FSL) framework (Li et al., 2025), which decomposes training dynamics into signal learning and noise forgetting. In power-law kernel regression, these two components are governed by a source exponent $s>0$ and a capacity exponent $q>1$, respectively, with smaller $s$ corresponding to harder tasks. For a fixed training horizon $N$, we characterize the schedules that minimize the final-step loss under a stability constraint and reveal a sharp phase transition. In the easy-task regime $s>1-1/q$, the optimal schedule follows power decay from the beginning of training; in the hard-task regime $s<1-1/q$, it becomes warmup-stable-decay (WSD)-like (Hu et al., 2024), staying at the largest admissible LR for most of training before a final decay. In both regimes, the decay exponent is $2q-1$: task difficulty determines when to decay, while model capacity determines how to decay. Beyond the exact optimum, we study fractional schedules, whose shape is defined over relative training progress. We show that precise tuning of the decay shape is often unnecessary: a broad class of profiles attains the optimal convergence rate, while overly slow terminal decay leads to schedule-induced capacity saturation. Finally, for one-pass SGD in kernel regression, FSL-motivated power-decay schedules achieve optimal last-iterate rates. Experiments support the theoretical predictions and the task-dependent transition between early and delayed decay.
Accepted at COLT 2026. Major revision with improved analysis of fractional LR schedule
Machine Learning (stat.ML); Machine Learning (cs.LG)
arXiv:2602.06797 [stat.ML]
(or arXiv:2602.06797v3 [stat.ML] for this version)
https://doi.org/10.48550/arXiv.2602.06797 Focus to learn more arXiv-issued DOI via DataCite
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