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Representation invariance and allocation: when subgroup balance matters

Abstract:
Unequal representation of demographic groups in training data poses challenges to model generalisation across populations. Standard practice assumes that balancing subgroup representation optimises performance. However, recent empirical results contradict this assumption: in some cases, imbalanced data distributions actually improve subgroup performance, while in others, subgroup performance remains unaffected by the absence of an entire subgroup during training. We conduct a systematic study of subgroup allocation across four vision and language models, varying training data composition to characterise the sensitivity of subgroup performance to data balance. We propose the latent separation hypothesis, which states that a partially fine-tuned model's dependence on subgroup representation is determined by the degree of separation between subgroups in the latent space of the pre-trained model. We formalise this hypothesis, provide theoretical analysis, and validate it empirically. Finally, we present a practical application to foundation model fine-tuning, demonstrating that quantitative analysis of latent subgroup separation can inform data collection and balancing decisions.
Publication status:
Published
Peer review status:
Not peer reviewed

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Preprint server copy:
10.48550/arXiv.2512.09496

Authors

More by this author
Institution:
University of Oxford
Division:
MPLS
Department:
Doctoral Training Centre - MPLS
Role:
Author
ORCID:
0000-0003-1525-3994
More by this author
Institution:
University of Oxford
Division:
MSD
Department:
Psychiatry
Role:
Author
ORCID:
0009-0000-9050-383X
More by this author
Institution:
University of Oxford
Division:
MPLS
Department:
Engineering Science
Role:
Author
ORCID:
0009-0004-4625-4812
More by this author
Institution:
University of Oxford
Division:
MSD
Department:
Nuffield Department of Population Health
Sub department:
Clinical Trial Service Unit
Role:
Author
ORCID:
0000-0002-8432-2511


More from this funder
Funder identifier:
https://ror.org/0439y7842
Grant:
2736482


Preprint server:
arXiv
Publication date:
2025-12-10
DOI:
EISSN:
2331-8422


Language:
English
Pubs id:
2373968
Local pid:
pubs:2373968
Deposit date:
2026-03-03
ARK identifier:

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