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Main Authors: Oikonomou, Dimitris, Buchholz, Matthew, Pun, Yuen-Man, Gower, Robert M., Loizou, Nicolas
Format: Preprint
Published: 2025
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Online Access:https://arxiv.org/abs/2511.07767
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author Oikonomou, Dimitris
Buchholz, Matthew
Pun, Yuen-Man
Gower, Robert M.
Loizou, Nicolas
author_facet Oikonomou, Dimitris
Buchholz, Matthew
Pun, Yuen-Man
Gower, Robert M.
Loizou, Nicolas
contents Schedule-Free SGD, proposed in [Defazio et al., 2024], achieves optimal convergence rates without requiring the training horizon in advance, by replacing learning rate schedules with a principled form of iterate averaging. However, the method still requires tuning a base learning rate whose optimal value depends on unknown problem constants. In this work, we continue down this road by deriving Polyak-type step sizes for Schedule-Free SGD and Adam that compute the learning rate at each iteration from the sampled loss, gradient, and current iterates alone. We first propose an oracle variant that uses per-sample optimal function values and prove an $O(1/\sqrt{t})$ anytime last-iterate rate for convex Lipschitz objectives. We then remove the oracle requirement with a safeguarded variant that replaces the unknown optimal values with any available lower bound, achieving the same rate up to a neighborhood that vanishes under interpolation. Both step sizes reduce to existing Polyak rules for standard SGD when momentum is set to zero, unifying standard and schedule-free Polyak methods. Numerical experiments on language modeling, including pretraining and distillation, show that the proposed methods match or surpass tuned Schedule-Free baselines while offering greater robustness to hyperparameter choices.
format Preprint
id arxiv_https___arxiv_org_abs_2511_07767
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Taking the Road Less Scheduled with Adaptive Polyak Steps
Oikonomou, Dimitris
Buchholz, Matthew
Pun, Yuen-Man
Gower, Robert M.
Loizou, Nicolas
Machine Learning
Schedule-Free SGD, proposed in [Defazio et al., 2024], achieves optimal convergence rates without requiring the training horizon in advance, by replacing learning rate schedules with a principled form of iterate averaging. However, the method still requires tuning a base learning rate whose optimal value depends on unknown problem constants. In this work, we continue down this road by deriving Polyak-type step sizes for Schedule-Free SGD and Adam that compute the learning rate at each iteration from the sampled loss, gradient, and current iterates alone. We first propose an oracle variant that uses per-sample optimal function values and prove an $O(1/\sqrt{t})$ anytime last-iterate rate for convex Lipschitz objectives. We then remove the oracle requirement with a safeguarded variant that replaces the unknown optimal values with any available lower bound, achieving the same rate up to a neighborhood that vanishes under interpolation. Both step sizes reduce to existing Polyak rules for standard SGD when momentum is set to zero, unifying standard and schedule-free Polyak methods. Numerical experiments on language modeling, including pretraining and distillation, show that the proposed methods match or surpass tuned Schedule-Free baselines while offering greater robustness to hyperparameter choices.
title Taking the Road Less Scheduled with Adaptive Polyak Steps
topic Machine Learning
url https://arxiv.org/abs/2511.07767