Reward Inflation: A Healthy Stimulus for Reinforcement Learning

We study the learning dynamics of fine-tuning a policy model on self-generated and reward-weighted data, with particular focus on a generalized version of REINFORCE -- referred to as RE(S) -- that updates the rollout distribution once every $S \ge 1$ gradient steps. Prior work in bandits and reinforcement learning has developed rich theory for policy gradient methods, and on-policy sampling (i.e., a small $S$, ideally $1$) is often viewed as crucial to their success; yet in prominent application like post-training large language models, reward-guided self-training has proved to be effective even when the rollout distribution is updated infrequently, but theoretical understanding remains limited for the convergence properties of these off-policy methods. To bridge these gaps, we develop a unified theory for RE(S) that covers the full spectrum of $S \ge 1$: it can be interpreted as a stage-wise optimization process, where each stage takes $S$ gradient steps for minimizing the Kullback-Leibler distance to a fixed reward-weighted rollout distribution. For multi-arm bandits with softmax policies, our in-depth analysis and numerical experiments reveal three key findings: (1) for any fixed $S$, RE(S) enjoys global convergence to the optimal policy as the number of rollout distribution updates $B = \lfloor T / S \rfloor \rightarrow \infty$, where $T$ denotes the number of gradient steps; (2) we prove tight two-sided bounds showing that the suboptimality gap of RE(S) achieves an asymptotic $Θ(1 / T)$ convergence rate, while $S$ only affects the length of a burn-in phase; (3) when initialized at a weak policy with a small optimal-action probability, RE(1) gets trapped around suboptimal policies for a long period, whereas RE(S) with a suitable $S$ avoids the detour and achieves significantly faster convergence to the global optimum, highlighting the benefits of off-policyness in this case.

Reinforcement learning significantly enhances LLM capabilities but suffers from a critical issue: length inflation, where models adopt verbosity or inefficient reasoning to maximize rewards. Prior approaches struggle to address this challenge in a general and lossless manner, primarily because additive penalties introduce a compensatory effect that creates optimization shortcuts, while heuristic gating strategies lack generality beyond binary feedback. To bridge this gap, we present Group Relative Reward Rescaling (GR$^3$), which reframes length control as a multiplicative rescaling paradigm, effectively establishing a generalized, continuous, and reward-dependent gating mechanism. To further ensure lossless optimization, we incorporate group-relative regularization and advantage-aware calibration, which dynamically adapt length budgets to instance difficulty and preserve the advantage signal of high-quality trajectories. Empirically, across both RLHF and RLVR settings, GR$^3$~maintains training dynamics and downstream performance comparable to standard GRPO while significantly mitigating length inflation, outperforming state-of-the-art length-regularized baselines.

Momentum is a classical tool for accelerating convex optimization and a standard component of modern large language model training. Yet recent empirical work has questioned the usefulness of first-moment momentum in reinforcement learning with verifiable rewards (RLVR). We study this question through a bandit formulation of RLVR with bias-corrected exponential moving average (EMA) momentum, where the EMA coefficient $β$ controls how quickly the weights on past gradients decay. When policy gradients are evaluated exactly, we prove that increasing $β$ within a range that prevents overshoot strictly accelerates optimization. When gradients are estimated from sampled responses, a positive expected gain can be obscured by sampling fluctuations. We show that as the learning rate $η$ decreases, the expected gain with fixed $β$ vanishes faster than these fluctuations, whereas increasing $β$ to keep $η/(1-β)$ within the safe regime preserves a nonvanishing gain that eventually dominates them. Bandit simulations quantitatively validate these predictions. RLVR experiments on Qwen3-4B-Base using SGD with EMA and AdamW support our principle of choosing larger coefficients in practical LLM post-training. On Qwen2.5-32B with AdamW, simply increasing $β_1$ improves mean validation accuracy by nearly $2$ percentage points over the conventional choice, demonstrating the principle's effectiveness at a larger model scale.