Drift and Dependence: Layer-wise Information-Theoretic Bounds for Replay-Based Continual Learning
Authors: Tieliang Gong, Zhongbo Zhang, Wen Wen, Yong-Jin Liu
Organizations: Tieliang Gong, Zhongbo Zhang and Wen Wen are with the School of Computer Science and Technology, Xi’an Jiaotong University, China · Yong-Jin Liu is with Department of Computer Science and Technology, Tsinghua University, China
Continual learning must absorb new tasks without erasing old ones, and replay---mixing a small buffer of past examples into current training---is among the most effective remedies for catastrophic forgetting. Yet its generalization behavior is shaped by two coupled effects that existing analyses fold into a single hypothesis-level quantity: finite memory replaces each past distribution with an empirical proxy, and repeated reuse couples the buffer, the current data, and the final hypothesis through a shared optimization trajectory. We develop a layer-wise information-theoretic framework that separates these effects at every depth. Our main result decomposes the expected generalization gap into a replay-induced representation drift and an optimization-dependence term, the latter further resolved into stability, plasticity, interaction, and residual-coupling components. Two refinements make the framework operational. A Wasserstein relaxation of the drift term, valid under support mismatch, yields a depth-dependent drift--sensitivity trade-off whose minimizer identifies which interior layer to stabilize. An SGLD instantiation of the optimization term reduces it to a trajectory-level log-determinant budget, exposing a curvature-aware gradient-alignment statistic that serves as an online diagnostic of task-wise forgetting. Controlled and benchmark experiments confirm the predicted memory scaling, the interior funnel, and the alignment signal's link to forgetting.
In many real-world settings, data streams are nonstationary and arrive sequentially, requiring learning systems to adapt continuously without retraining from scratch. Continual learning (CL) addresses this challenge by incorporating new tasks while mitigating catastrophic forgetting, where learning new information degrades performance on previously acquired knowledge. We introduce a control-theoretic perspective on CL that explicitly regulates the evolution of forgetting, framing adaptation as a controlled process subject to long-term stability constraints. We focus on replay-based CL, where a finite memory buffer stores representative samples from prior tasks. We propose COntinual Learning with Drift-Plus-Penalty (COLD), a continual learning framework based on the Drift-Plus-Penalty (DPP) principle from stochastic optimization. To facilitate analysis, we also consider an oracle variant, COLD-ORACLE, as a reference benchmark. At each task, both methods minimize the current task loss while maintaining a virtual queue that tracks deviations from long-term stability on previously learned tasks, capturing the stability-plasticity trade-off as a regulated dynamical process. We establish stability and convergence guarantees that characterize this trade-off through a tunable control parameter. Experiments on standard benchmarks demonstrate that COLD consistently outperforms a broad range of state-of-the-art CL methods while providing competitive and controllable forgetting behavior through explicit regulation of stability and plasticity.
Continual learning commonly relies on post-hoc mechanisms such as replay, elastic regularization, or distillation. This work argues that forgetting should instead be modeled directly as interference between tasks. In the frozen-feature regime, forgetting from learning a new task is exactly the interference energy induced on the old task. In deep networks, the same quantity is recovered through path-averaged curvature with minimal additional forward passes. When task supports are disjoint, forgetting can be eliminated structurally and when task supports overlap in conflicting directions, a non-zero distortion floor is unavoidable. The same geometry optimally merges models through task-aware orthogonalization. From this analysis we derive Interference-Gated Functional Allocation (IGFA), a replay-free, Fisher-free method that shares directions when tasks align and protects them when they conflict. Across benchmarks, IGFA achieves lossless retention when tasks are structurally separable and moves unavoidable cost from irreversible forgetting into deferred but recoverable plasticity when they are not. It matches the strongest replay-free structural baselines on dissimilar-task streams and improves on unconditional projection when similarity makes transfer worth preserving.
Continual learning studies how deployed language models can continually acquire new tasks without expensive retraining from scratch. Existing methods, whether rehearsal-based (replaying stored past data) or rehearsal-free (regularising or isolating parameters), overwhelmingly target one objective: preventing catastrophic forgetting. Forward transfer, the past helping the future, has meanwhile been pursued almost exclusively through parameter reuse, with no explicit account of when transfer should be expected at all. We begin one step earlier: before designing a transfer mechanism, we ask when transfer should exist at all. We answer with a framework of three measurable conditions: the target task must leave room for improvement beyond its own limited supervision, transferable information must survive continued optimisation, and replay must come from compatible previous tasks. We instantiate this view as Transfer-Selective Replay (TSR), which selects replay data predicted to benefit the incoming task rather than replaying past examples indiscriminately. Selection is guided by a zero-training task signature, while distillation preserves stability on previous tasks. Under the standard continual learning protocol in the low-budget regime, TSR consistently improves forward transfer while maintaining stability, outperforming existing replay baselines across heterogeneous and homogeneous task streams. More broadly, the results argue for treating transfer as a first-class objective of continual learning, to be understood before it is engineered.