Counterfactual Optimization of Baseball Pitch Sequences and Estimation of Its Impact on Season-Level Statistics

Velocity-aware pitch control is standard, but under a broadcast viewport half the players are off screen and on-screen velocities come from a drifting calibration. We ask at which layer of broadcast off-ball analysis velocity changes the answer. Inheriting our off-screen imputation protocol (three Metrica matches, 44 m viewport, block-bootstrap CIs), we score four velocity regimes -- none, viewport-legal observed, true-for-visible, true-for-all -- against a velocity-aware ground truth at three layers: imputation, the control surface, and team verdicts. Velocity is nearly useless for imputation (-0.2 pp against a 12--14 pp velocity-free surface MAE), first-order for the surface (-1.5 to -1.8 pp, 11--15% of that MAE), and ten times smaller for verdicts (-0.12 to -0.19 pp). The velocity that matters is the visible channel: perfect occluded-player velocity adds 2--6% of the visible gain, and no last-seen decay policy we tested exceeds that. Omitting velocity blurs the surface (per-frame |e| 2.2--2.6 pp) with small time-averaged bias (per cell <=0.4 pp), whereas imputation error is a structured bias against the defending team's deep zone (5--9 pp). At a fixed velocity window, a noise ladder of eleven jitter settings, including sigma_v-matched pairs, is ordered to first order by one velocity-noise axis sigma_v with break-even ~1 m/s; eleven SoccerNet-GSR clips from one match through our pipeline measure sigma_v=1.65 m/s yet recover 24--36% of the benefit: 43% of the variance is frame-common, which the surface tolerates, and the residual is heavy-tailed and clustered, which Gaussian controls matched on component RMS do not reproduce (+0.03 vs. +0.36). The share of velocity-free error that velocity removes grows with viewport width (7% at 36 m, 21% at 60 m): fix imputation on tight shots, velocity on wide ones. Code and logs are released.

Language models are saturating benchmarks for procedural tasks with narrow objectives. But they are increasingly being deployed in long-horizon, non-stationary environments with open-ended goals. In this paper we introduce KellyBench, an environment for evaluating sequential decision-making in sports betting markets. Agents are placed in a sequential simulation of the 2023-24 English Premier League season and tasked with maximising their long-term bankroll growth. They are given detailed historical data, including advanced statistics, lineups, and public odds. To succeed they must build machine learning models, identify edge in public markets, and adapt as the environment changes over time. We find that all frontier models evaluated lose money on average over the course of the season for five seeds. The best performing model achieves an average return of -8%, and many models experiencing ruin across seeds. To judge strategy sophistication, we use a human expert rubric to grade each model and find their approaches to be unsophisticated compared to human baselines; Claude Opus 4.6 achieves a rubric score of 26.5%, which means there is significant room for improvement. KellyBench is available as an open-access API endpoint at https://openreward.ai/GeneralReasoning/KellyBench.

Estimating the precise timing of batting impact is crucial for understanding the rapid sensorimotor control. However, this task is challenging for RGB cameras due to insufficient temporal resolution and motion blur. Similarly, Inertial Measurement Units (IMUs) are impractical for actual matches due to sensor intrusiveness and their limited temporal precision. To overcome these limitations, we propose a novel framework leveraging event-based cameras, which offer microsecond resolution and high dynamic range, to estimate impact timing based on the weighted centroid distance between the detected ball and bat. To address the domain gap between event frames and RGB images that degrades segmentation accuracy, we generate high-density event frames. We then introduce a mask refinement network that leverages these frames and bidirectional mask information, optimized using a novel loss function. Experiments on real-world datasets demonstrate that our method achieves superior accuracy under challenging conditions, including low-light environments and severe occlusions, outperforming baselines by reducing the Mean Absolute Error by approximately 63%.