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Optimizing the CVaR via Sampling (1404.3862v4)

Published 15 Apr 2014 in stat.ML, cs.AI, and cs.LG

Abstract: Conditional Value at Risk (CVaR) is a prominent risk measure that is being used extensively in various domains. We develop a new formula for the gradient of the CVaR in the form of a conditional expectation. Based on this formula, we propose a novel sampling-based estimator for the CVaR gradient, in the spirit of the likelihood-ratio method. We analyze the bias of the estimator, and prove the convergence of a corresponding stochastic gradient descent algorithm to a local CVaR optimum. Our method allows to consider CVaR optimization in new domains. As an example, we consider a reinforcement learning application, and learn a risk-sensitive controller for the game of Tetris.

Citations (179)

Summary

  • The paper presents a novel gradient estimator for CVaR that enables sampling-based stochastic gradient descent optimization.
  • The methodology employs likelihood-ratio techniques with bias analysis and convergence proofs, ensuring robustness in risk-sensitive settings.
  • The approach extends to reinforcement learning by designing risk-aware controllers that mitigate catastrophic outcomes through effective sampling.

Optimizing the CVaR via Sampling: Methodology and Implications

The paper "Optimizing the CVaR via Sampling," authored by Aviv Tamar, Yonatan Glassner, and Shie Mannor, introduces a novel approach for Conditional Value at Risk (CVaR) optimization. It unveils a gradient-based optimization technique tailored for scenarios where traditional CVaR methods fall short, especially in domains where controllable parameters influence the distribution of outcomes. This paradigm shift allows for broader applicability in fields like reinforcement learning and other risk-sensitive environments.

CVaR and its Gradient Estimation

CVaR is a widely utilized risk measure, particularly known for evaluating the expected loss in the worst-case percentile of outcomes. Unlike other risk measures, CVaR offers a more comprehensive consideration of tail risks beyond the conventional Value at Risk (VaR). The research introduces a formula to calculate the gradient of CVaR as a conditional expectation, akin to the likelihood-ratio method. This enables the derivation of a sampling-based estimator for the gradient, paving the way for stochastic gradient descent (SGD) optimization to reach a local CVaR optimum.

Tamar et al. provide strong theoretical foundations for their estimator, including bias analysis and convergence proofs for the associated SGD algorithm. This approach is particularly noteworthy for domains like queueing systems, resource allocation, and reinforcement learning, where the distribution of random variables is significantly influenced by the parameters.

Implications and Example Application in Reinforcement Learning

One of the key contributions is the extension of CVaR optimization to reinforcement learning (RL) domains, demonstrated by learning a risk-sensitive controller for the game of Tetris. Here, the optimization inherently considers the worst-case performance scenarios, enabling the formulation of policies robust to rare but detrimental events, which traditional RL strategies may overlook.

For RL applications, this is achieved by modeling the trajectory of state-action-rewards, with the policymaker controlling only the action distribution. The gradient formula is applied to these trajectories, facilitating learning policies specifically tailored to avoid catastrophic outcomes.

Practical and Theoretical Implications

The applicability of this technique speaks volumes in advancing risk-sensitive decision-making frameworks across various domains. By leveraging simulation-based approaches, the methodology introduced in this paper establishes groundwork for devising strategies that balance expected performance against potential risks.

This risk-sensitive learning approach could greatly influence the development of autonomous systems or financial models, where the cost of failure is high and decisions must account for worst-case scenarios. The integration of importance sampling to reduce variance further accentuates the robustness of the method, particularly for CVaR levels closer to zero.

Future Directions

The exploration of CVaR optimization in new domains as implied by this paper could catalyze advancements in both theoretical research and practical applications. Subsequently, extending the method to complex real-world systems and exploring its interaction with different risk measures could enrich understanding in risk-sensitive optimization.

In conclusion, "Optimizing the CVaR via Sampling" offers a compelling addition to the existing toolbox for risk management, providing rigorous methods to tackle CVaR problems where traditional approaches are inadequate. The paper not only supports theoretical advancements but also demonstrates practical applications, fostering a deeper understanding of risk-sensitive strategies in AI-driven systems.