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RefLoRA: Refactored Low-Rank Adaptation for Efficient Fine-Tuning of Large Models (2505.18877v1)

Published 24 May 2025 in cs.LG

Abstract: Low-Rank Adaptation (LoRA) lowers the computational and memory overhead of fine-tuning large models by updating a low-dimensional subspace of the pre-trained weight matrix. Albeit efficient, LoRA exhibits suboptimal convergence and noticeable performance degradation, due to inconsistent and imbalanced weight updates induced by its nonunique low-rank factorizations. To overcome these limitations, this article identifies the optimal low-rank factorization per step that minimizes an upper bound on the loss. The resultant refactored low-rank adaptation (RefLoRA) method promotes a flatter loss landscape, along with consistent and balanced weight updates, thus speeding up stable convergence. Extensive experiments evaluate RefLoRA on natural language understanding, and commonsense reasoning tasks with popular LLMs including DeBERTaV3, LLaMA-7B, LLaMA2-7B and LLaMA3-8B. The numerical tests corroborate that RefLoRA converges faster, outperforms various benchmarks, and enjoys negligible computational overhead compared to state-of-the-art LoRA variants.

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Summary

RefLoRA: Refactored Low-Rank Adaptation for Efficient Fine-Tuning of Large Models

The paper introduces Refactored Low-Rank Adaptation (RefLoRA), an enhanced method designed to improve the Low-Rank Adaptation (LoRA) technique used in the fine-tuning of LLMs. LoRA offers a computationally efficient approach by adjusting a low-dimensional subspace of pre-trained model weights, which significantly reduces both memory and computational requirements. However, LoRA is reported to suffer from certain limitations, including suboptimal convergence and diminished performance due to inconsistency and imbalance in the weight updates caused by its nonunique low-rank factorizations. RefLoRA addresses these shortcomings by identifying the step-specific optimal low-rank factorization that minimizes an upper bound on the loss, thereby ensuring a flatter loss landscape and more balanced and consistent weight updates.

The paper presents a comprehensive analysis of the theoretical and practical implications of RefLoRA. By leveraging the properties of symmetric positive definite matrices, RefLoRA dynamically selects the optimal factorization, which results in substantial improvements in both convergence speed and stability. The analysis demonstrates that the proposed method yields faster convergence rates with negligible computational overhead when compared to LoRA and other state-of-the-art LoRA derivatives.

The authors rigorously validate RefLoRA against a variety of benchmarks in natural language understanding (NLU) and commonsense reasoning tasks. This includes testing with large models such as DeBERTaV3, LLaMA-7B, LLaMA2-7B, and LLaMA3-8B. The results consistently indicate that RefLoRA outperforms its standard LoRA counterpart and several other advanced LoRA variants, demonstrating not only superior convergence but also heightened empirical performance with minor additional computational requirements.

The proposed method's core novelty lies in its efficient refactoring of low-rank matrices, ensuring consistent weight updates across iterations. It employs a closed-form solution for optimizing weight matrices, a key innovation that contributes to its performance benefits over traditional methods. The theoretical investigation into the nonuniqueness of LoRA's factorization and the subsequent derivation of a consistent updating mechanism are well-articulated, providing a robust foundation for the proposed approach.

Practically, RefLoRA's utility is significant. It addresses the formidable computational demands associated with fine-tuning LLMs, potentially democratizing access to fine-tuning capabilities for users with limited resources. This makes it particularly attractive for scenarios where computational resources are constrained. The paper also explores a variant called RefLoRA-S, which further streamlines resource utilization, catering to particularly resource-scarce environments while maintaining competitive performance.

The future trajectory for RefLoRA, as suggested by the authors, could involve its adaptation to even larger models and diverse architectures such as vision transformers and diffusion models. Moreover, further analytical work could provide insights into the convergence properties and potential applications beyond LLMs, suggesting a fertile area for subsequent research.

In conclusion, the RefLoRA method significantly enhances the fine-tuning process for large models by effectively addressing LoRA's limitations, offering both theoretical insights and practical improvements. Its introduction can stimulate further innovation in the development of more efficient machine learning models and strategies, paving the way for broader accessibility and application of advanced AI technologies.

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