On the Implicit Reward Overfitting and the Low-rank Dynamics in RLVR
arXiv:2605.06523v1 [cs.LG] 7 May 2026
Hao Ye1 Jisheng Dang1∗ Junfeng Fang2∗ Bimei Wang1 Yizhou Zhang1 Ning Lv1 Wencan Zhang2 Hong Peng1 Bin Hu3∗ Tat-Seng Chua2 1 Lanzhou University 2 National University of Singapore 3 Beijing Institute of Technology
Abstract Recent extensive research has demonstrated that the enhanced reasoning capabilities acquired by models through Reinforcement Learning with Verifiable Rewards (RLVR) are primarily concentrated within the rank-1 components. Predicated on this observation, we employed Periodic Rank-1 Substitution and identified a counterintuitive phenomenon: RLVR may exhibit implicit reward overfitting to the training dataset. Specifically, the model can achieve satisfactory performance on the test set even when its rewards remain relatively low during the training process. Furthermore, we characterize three distinct properties of RL training: (1) The effective rank-1 component in RLVR don’t maintain other model knowledge except mathematical reasoning capability. (2) RLVR fundamentally functions by optimizing a specific singular spectrum. The distribution of singular values of almost all linear layers in RLVR-trained model behaves like heavy-tailed distribution. (3) the left singular vectors associated with rank-1 components demonstrate a stronger alignment tendency during training, which echoes the discovery that RLVR is optimizing sampling efficiency in essence. Taken together, our findings and analysis further reveal how RLVR shapes model parameters and offer potential insights for improving existing RL paradigms or other training paradigms to implement continual learning.
1
Introduction
In recent years, Reinforcement Learning (RL) [27, 28, 24, 2] has emerged as a core paradigm for aligning Large Language Models (LLMs) [35] with human preferences and, more importantly, for eliciting complex reasoning capabilities within these models. From early methods like RLHF [21] to recent reasoning-oriented models such as DeepSeek-R1 [11] and Kimi-K2 [34], RL has demonstrated remarkable potential. However, despite the community’s immense success in engineering practices, our understanding of how RL actually alters model parameters remains underdeveloped. Existing research [29, 14] predominantly focuses on macroscopic training dynamics, interaction to agents or reward design, while few studies delve into the microscopic level to investigate the specific structure and physical significance of RL updates ∆W within the parameter space. This lack of insight into microscopic mechanisms directly contributes to our confusion regarding the boundaries of RL capabilities. Recently, a substantial body of researches [40] have observed that LLMs exhibit low-rank characteristics when adapting to downstream tasks, and RL appears to be no exception. A recent study [3] suggests that the reasoning improvements conferred by RL are primarily concentrated within the Rank-1 component of weight updates. Closely related work has boldly proposed the universal weight subspace hypothesis [17]. Furthermore, another disruptive study [39] recently found that even without RL training, the pass@k [5] metric of models continues to improve as k increases. This implies that RL may not be imparting new underlying reasoning logic ∗ Corresponding Author
Preprint.
Extracting Rank-1 Component
Periodic Rank-1 Substitution Process Cycle1 (step 0-10)
Base Model
RL-trained Model
Parameter Update
Base Model
Train 10 steps
Step 0
Trained Model
Calculate Update
SVD & Extract Rank-1
Step10
New Base Model
is the scaling factor
SVD
Cycle2 (step 10-20)
Add Rank-1 Model
...
Base Model
Rank-1 Component
Train 10 steps
Step 10
Trained Model
Calculate Update
SVD & Extract Rank-1
New Base Model
Step 20
...
Figure 1: Left: The process of extracting Rank-1 component from RL-trained model. We pick out the rank-1 matrix corresponding to the greatest singular value. Right: The process of periodic Rank-1 substitution. base model is repeatedly trained for a short interval, and only a rank-1 approximation of its weight update is kept.
to the model, but rather optimizing its sampling strategy to efficiently elicit latent correct answers. This perspective has triggered profound questioning within the community regarding the true nature of RLVR: is RLVR genuinely learning reasoning, or is it merely fitting the reward? Another point of interest is the low-rank property of RLVR. A research from Thinking Machines [26] found that LoRA performs equivalently to full fine-tuning for reinforcement learning even with small ranks. They find that RL requires very low capacity, a result based on information-theoretical arguments. This observation echoes the fact mentioned above that the rank-1 component of parameter update obtained in RLVR contains most of the reasoning capability [3]. Therefore, it’s significant to further explore how LoRA learns this rank-1 component under the hood. To unravel these mysteries, this paper conducts an in-depth empirical study and theoretical analysis starting from the spectral properties of weight updates. Our work reveals three critical phenomena during the RLVR training process: First, we identify that RLVR may suffer from Implicit Reward Overfitting. By introducing a technique called Periodic Rank-1 Substitution, we discover that a vast number of non-Rank-1 components in RLVR (e.g., GRPO [30], DAPO [38], GSPO [43]) do not contribute to the improvement of reasoning capabilities. By periodically eliminating these components, we find that on a significant portion of datasets, the model’s performance on the test set remains comparable, even though its training reward is lower than that of Full RL Fine-tuning. This indicates that while non-Rank-1 components significantly boost the reward on the training set, they fail to translate into generalized performance on the test set. Furthermore, due to the nature of the reward function in the RL process, the model may be overfitting to the training data. However, if the rank-1 component is enough to obtain equivalent reasoning improvement, what’s the side-effect of discarding non-rank-1 component during training? Thus, we further observed the effect of non-rank-1 components and corroborated that non-rank-1 components maintain the model’s out-of-domain capability, such as world knowledge, instruction-following ability and safety, etc. Besides, we analyzed the singular spectra (the distribution of singular values) of all linear layers in RLVR-tuned models and found that they follow a RL-induced pattern: a leading spike followed by a heavy-tailed distribution. Third, we explain the geometric dynamics of LoRA in RL: the Geometric Asymmetry of Input-Output Subspaces. We find that weight updates of almost all linear layers induced by RLVR exhibit strong Rank-1 characteristics on the output side (Output Space), which easily align with the left singular vectors (corresponding to adjustments in sampling strategy) of the greatest singular value. However, on the input side (Input Space) , updates involve complex reorganization of contextual features, which are difficult to capture with simple low-rank matrices. This observation also reflects the fact that RLVR is inherently optimizing sampling(output) efficiency. To summarize, the contributions of our work are: 2
• We reveal potential implicit overfitting in RLVR, and we give a plausible explanation to a disruptive discovery that reinforcement learning don’t incentivize reasoning capacity in LLMs beyond the base model [39]. • We find that non-rank-1 components in RLVR training maintain the overall knowledge and ability of model except reasoning ability. • We discover that the singular spectrum of the parameter update of a RL-tuned model follow a consistent pattern: a leading spike followed by a heavy-tailed distribution. • We provide an in-depth analysis of the training dynamics of LoRA in RLVR: the asymmetry of the input-output space.
2
Rank-1 Dominance in RL: Decoupling underlying Reasoning from Implicit Reward Overfitting
2.1
Preliminary: The Dominance of Rank-1 Subspace
Suppose ∆W is the parameter updates after RL training. We perform SVD on ∆W : ∆W =
r X
σi ui v Ti
i=1
where σi are singular values in descending order and ui ,v i are left and right singular vectors. The Rank-1 Component (or Rank-1 Subspace) denotes the rank-1 matrix obtained from the greatest singular value: ∆W (1) = σ1 u1 v T1 To ensure consistency in update strength, this Rank-1 component should be rescaled by Frobenius norm to match the magnitude of the original update: ∆Ŵ (1) =
∥∆W ∥F ∆W (1) ∥∆W (1) ∥ F
The Rank-1 model is obtained by adding ∆Ŵ (1) to base model. Existing study found that the rank-1 model boasts virtually equivalent reasoning capability compared to model fully fine-tuned by RL [3] and ablation study demonstrated that cumulative rank-k components performs almost equally to the rank-1 component as k grows. 2.2
Periodic Rank-1 Substitution: Eliminating Non-rank-1 Component
Extensive empirical evidence from prior studies suggests that the enhancement in reasoning capabilities elicited by RLVR is predominantly encapsulated within the Rank-1 component of the weight updates. This observation naturally induces a critical question: within the RL weight update matrix ∆W , do the residual non-Rank-1 components merely constitute stochastic noise inherent to the training process? To empirically interrogate this noise hypothesis, we conducted comparative training utilizing both standard GRPO and a variant we term GRPO with Periodic Rank-1 Substitution on the Countdown3to4 dataset. As illustrated in Figure 1, our proposed Periodic Rank-1 Substitution mechanism operates as follows: at intervals of 10 training steps, we perform Singular Value Decomposition (SVD) on the accumulated weight updates relative to the base model. Subsequently, the extracted Rank-1 component is added onto the base parameters, serving as the initialization for the subsequent 10-step training window. The remaining training steps proceeds likewise. 2.3
Divergence between Training Reward and Test Generalization
Figure 2 presents the trajectories of the training mean reward alongside the evaluation metrics on the test set across varying training steps for both strategies. We observe a counterintuitive and prominent mismatch between the training reward and testing performance: while standard GRPO exhibits a consistent upward trend and achieves significantly higher training rewards compared to the Periodic 3
1.0
0.8
0.9
0.6
0.6
0.6
0.4 0.2 0.0
0.2
Full GRPO Rank-1 Substitution
0
50
100
0.4
150
200
0.0
100
0.4 0.2
Full GRPO Rank-1 Substitution
50
Accuracy
1.0
0.8
Reward
1.0
0.8
Accuracy
Reward
1.0
150
200
0.0
0.7
Full GRPO Rank-1 Substitution
0
50
100
0.8
150
200
0.6
Full GRPO Rank-1 Substitution
0
50
100
150
200
Figure 2: Left: The mean reward within each batch during GRPO training for Qwen2.5-7BInstruct [23]. Mid-left: Test-set accuracy of the leftmost figure. Mid-right: The mean reward within each batch during GRPO training for Llama3.1-8B-Instruct [9]. Right: Test-set accuracy of the Mid-right figure. The horizontal axes of four subfigures are training steps. We don’t use Qwen3 as post-training has enabled the lightweight models in the Qwen3 family to acquire reasoning capabilities distilled from larger, RL-trained models, as described by the Qwen3 tech reports [37], which makes it harder to measure what is being learned only during RLVR. Rank-1 Substitution variant, this advantage does not translate into a superiority in test performance, where only a marginal gap is observed. A recent study posits that RLVR does not genuinely elicit the model’s underlying reasoning ability. Rather, it primarily optimizes the sampling strategy to efficiently prioritize correct solutions. Consequently, due to the reduced diversity in sampling post-RL, the model may fail to answer a subset of queries that the base model could originally solve, particularly when evaluated under larger k values for pass@k. Our empirical findings provide robust support for this assertion: satisfactory evaluation metrics on the test set do not preclude the possibility of overfitting to the training data. Specifically, existing RLVR paradigms are potentially prone to implicit reward overfitting. To put it in another perspective, there exists a potential risk of over-optimizing the sampling strategy during the RL process. This elucidates why, as Pass@k increases, the performance of the standard RL model may unexpectedly fall short of the base model [8]. By extracting the weight components responsible for reasoning and filtering out non-Rank-1 noise, our Periodic Rank-1 Substitution strategy effectively mitigates this implicit reward overfitting while retaining the desired target weight updates for reasoning performance, thereby preserving generalization capabilities. From the perspective of learning dynamics, eliminating the noise that artificially inflates training rewards forces the model to concentrate on core reasoning mechanisms. Even with a weaker reward signal, the model successfully acquires the critical logic for problem-solving through calibration along these principal directions.