CH Complex
CH Complex
Justin Wyss-Gallifent
1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1.1 Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1.2 Graphical Representation . . . . . . . . . . . . . . . . . . 2
1.3 Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1.4 Translations . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.5 Scaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.6 Rotations . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.7 Reflections . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.8 Combinations . . . . . . . . . . . . . . . . . . . . . . . . . 9
2 Angle and Closest Point Representations . . . . . . . . . . . . . . 10
2.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . 10
2.2 Lines Through the Origin . . . . . . . . . . . . . . . . . . 10
2.3 Closest Point Representation . . . . . . . . . . . . . . . . 10
2.4 Rotations of these Lines . . . . . . . . . . . . . . . . . . . 11
2.5 Reflections of these Lines . . . . . . . . . . . . . . . . . . 11
2.6 Translations of these Lines . . . . . . . . . . . . . . . . . 12
2.7 More on Transformation of these Lines . . . . . . . . . . . 17
2.8 Locating Points on these Lines . . . . . . . . . . . . . . . 17
2.9 Parametrization . . . . . . . . . . . . . . . . . . . . . . . 19
3 Complex Affine Transformations . . . . . . . . . . . . . . . . . . 20
4 Matrix Representation of Complex Numbers . . . . . . . . . . . . 22
5 Taking this to 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
1
1 Introduction
1.1 Definition
√
Definition 1.1.1. The complex numbers C are generated by defining ı̂ = −1
and then creating the set of all numbers of the form a + bı̂ where a, b ∈ R. The
value a is the real part and the value b is the imaginary part. For a complex
number z these are denoted Re(z) and Im(z) respectively.
Note 1.1.1. Note that we’ve used a Calculus 3-type ı̂ here, which looks like a
vector. This is because it will be treated as such later so it’s best to bring in
the notation now, as peculiar as that may seem.
4i
2i 3 + 2ı̂
Re
−4 −2 2 4
-2i
-4i
1.3 Properties
Standard operations on complex numbers arise obviously from those of real
numbers and keeping in mind that ı̂2 = −1.
Example 1.1. For example (2 + 3ı̂)(4 − 5ı̂) = 8 − 10ı̂ + 12ı̂ − 15ı̂2 = 23 + 2ı̂.
2
Exercise 1.1. Calculate (4 + 2ı̂)(8 − 4ı̂).
Definition 1.3.1. The magnitude (or absolute value or√norm) of a complex
number z = a + bı̂ is denoted |z| and is defined by |z| = a2 + b2 .
Definition 1.3.2. A unit complex number is a complex number with norm
equal to 1.
Definition 1.3.3. For a complex number z = a + bı̂ we define the complex
conjugate of z, denoted z, by z = a − bı̂.
Note that for z = a + bı̂ we have zz = a2 + b2 = |z|2 .
Theorem 1.3.1. For z, w ∈ C we have zw = zw.
Proof. Omitted.
3−4ı̂
Exercise 1.3. Calculate 1+ı̂ .
As a special case of the above we can always take the reciprocal (or multiplicative
inverse) 1/z of a nonzero complex number.
Exercise 1.4. Find the reciprocal of 5 − 2ı̂.
3
Both Re(z) and Im(z) can be defined in terms of a complex number and its
conjugate.
Theorem 1.3.2. For z ∈ C we have:
Re(z) = 12 (z + z) and Im(z) = 1
2ı̂ (z − z)
Proof. Obvious.
a + bı̂ = reθı̂
Proof. There are many ways to define ez for z ∈ C. One classic way is via the
Taylor expansion:
∞ k
X z
ez =
k!
k=0
which converges for all z ∈ C. Under this definition as well as the Taylor
expansions for sine and cosine we get the result.
Visually we have:
Im
a + bii = reθı̂
r
θ
Re
4
√
Example 1.3. The complex number z = 3 + 1ı̂ makes an angle of θ = π/6
with the positive real axis and has magnitude 2. Therefore:
√
z = 3 + 1ı̂ = 2eı̂(π/6)
Exercise 1.5. Rewrite v = 5 + 5ı̂ in exponential form.
√
Exercise 1.6. Rewrite v = 4 + 4 3ı̂ in exponential form.
Exercise 1.7. Rewrite 5e(5π/6)ı̂ in standard form.
1.4 Translations
So now given a point represented by a complex number it’s clear that we can
translate the point by adding another complex number. In other words to
translate the point represented by z ∈ C by a units in the x-direction (real
diretion) and b units in the y-direction we simply add:
z 7→ z + (a + bı̂)
1.5 Scaling
By “scaling” we mean scaling away from the origin. If we take a complex number
and multiply it by a real number then obviously we scale that complex number,
moving it away from or towards the origin.
Example 1.4. Multiplying 2 + 3ı̂ by 4 results in 4(2 + 3ı̂) = 8 + 12ı̂ which is
four times as far from the origin.
1.6 Rotations
But what happens graphically if we multiply by a complex number?
Consider the most basic example, multiplication by ı̂. Look at the point (2, 3)
represented by 2 + 3ı̂. We calculate:
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ı̂(a + bı̂) = −b + aı̂
If we stop and think for a second we might see a connection here. The point
ı̂ itself makes an angle of π/2 with the positive real axis and the result is a
rotation by π/2 radians about the origin.
So how about multiplying by an arbitrary complex number?
Well for starters let’s look at an arbitrary unit complex number that makes an
angle of θ with the real axis. What happens if we multiply it by the complex
number a + bı̂?
That unit complex number will have the form q = cos θ + sin θı̂ so let’s check
what happens if we multiply such a unit complex number by a + bı̂.
Or alternately:
This latter form is really handy and makes it completely clear why the product
of two rotations is a rotation.
We summarize all this in a theorem:
Theorem 1.6.1. Multiplication by the unit complex number eθı̂ = cos θ +
sin θı̂ rotates the complex plane counterclockwise about the origin by θ radians.
Alternately put, multiplication by a unit complex number α rotates the complex
plane counterclockwise about the origin by the angle that α makes with the
positive real axis.
6
Proof. In the notes above.
Exercise 1.8. Find the result when z = 10+7ı̂ is rotated clockwise by an angle
of π/6 about the origin.
(π/5)ı̂
Exercise 1.9. Find the result when z = 3e is rotated counterclockwise by
5π/3 about the origin.
Exercise 1.10. What happens if we multiply by a complex number which not
a unit complex number? Give an example to clarify your answer.
Corollary 1.6.1. For any z ∈ C, multiplication by z/|z| rotates the complex
plane so that z lands on the positive real axis.
Proof. If z makes an angle of θ with the positive real axis then z makes an
angle of −θ with the positive real axis. Then since z/|z| is a unit complex
number making that same angle of −θ, multiplication by z/|z| rotates the plane
counterclockwise about the origin by −θ which is the same as clockwise about
the origin by θ, thus placing z on the positive real axis.
√
Example 1.5. Multiplication by (2 − 3ı̂)/ 13 rotates the plane clockwise so
that 2 + 3ı̂ moves to the positive real axis.
1.7 Reflections
How about reflections, specifically those in lines through the origin. Well com-
plex conjugation reflects in the real axis since it negates the imaginary compo-
nent. Consequently we can reflect in a line through the origin as we did with
matrices and vectors, by first rotating the line to the real axis, then reflecting
in the real axis, then rotating back.
A line through the origin in the complex plane can be represented by a single
nonzero complex number just like a vector. So to reflect in the line represented
by a + bı̂ 6= 0 we first find the corresponding angle θ and then for any z we
can reflect it by first rotating the complex plane by −θ, then conjugating, then
rotating back.
7
Reflθ (z) = (cos θ + sin θı̂)(cos(−θ) + sin(−θ)ı̂)z
= (cos θ + sin θı̂)(cos(θ) − sin(θ)ı̂)z
= (cos θ + sin θı̂)(cos θ + sin θı̂)z
= ...multiply and trig...
= (cos(2θ) + sin(2θ)ı̂)z
This is quite interesting because it asserts that reflecting in the line with angle
θ is equivalent to taking the conjugate and rotating it by an angle of 2θ. This
should not be at all surprising as we saw the same behavior with matrices earlier.
Example 1.6. To find the result when z = 2 + 5ı̂ is reflected in the line
represented by√ 3 + 1ı̂ notice that although
√ θ is not obvious or nice we do know
that sin θ = 1/ 10 and cos θ = 3/ 10. Consequently:
√ √
sin(2θ) = 2 sin θ cos θ = 2 1/ 10 3/ 10 = 3/5
√ 2 √ 2
cos(2θ) = cos2 θ − sin2 θ = 3/ 10 − 1/ 10 = 4/5
and so
4 3 23 14
Reflθ (2 + 5ı̂) = + ı̂ (2 − 5ı̂) = − ı̂
5 5 5 5
Exercise 1.11. Find the result when z = 10 + 7ı̂ is reflected in the line which
makes an angle of θ = π/3 with the positive real axis.
Exercise 1.12. Find the result when z = 3 − 1ı̂ is reflected in the line through
the origin and through 5 + 8ı̂.
8
Exercise 1.13. As with matrices and vectors composing two reflections results
in a rotation. Show how this works with complex numbers.
Exercise 1.14. Show algebraically that if z ∈ C is on the line represented by
z0 ∈ C that reflecting z in that line just returns z.
Exercise 1.15. Assuming a + bı̂ makes an angle of θ with the positive real-axis
rewrite the formula:
1.8 Combinations
We may of course combine these operations, for example to rotate about a point
other than the origin we translate, rotate, and translate back.
Example 1.7. To rotate by π/4 about 1 + 2ı̂ we first subtract 1 + 2ı̂, multiply
by e(π/4)ı̂ , and then add 1 + 2ı̂. That is:
9
Exercise 1.18. Find the resulting point when z = 6 + 2ı̂ is rotated by 11π/6
clockwise around 5 + 3ı̂. Write this in the form a + bı̂.
Exercise 1.19. Find the resulting point when z = −2 + 1ı̂ is reflected in the
line given in Euclidean coordinates by y = 3x + 2. Write this in the form a + bı̂.
z0 = −1 + 2ı̂
Re
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2.4 Rotations of these Lines
Clearly rotating a line through the origin represented by θ0 about the origin by
θ radians counterclockwise results in another line through the origin represented
by θ0 + θ.
The mapping is then:
θ0 7→ θ0 + θ
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eθ0 ı̂ 7→ e2θı̂ eθ0 ı̂ = e2θı̂ e−θ0 ı̂ = e(2θ−θ0 )ı̂
The resulting line then has angle 2θ − θ0 and so overall the mapping is:
θ0 7→ 2θ − θ0
Example 2.3. Reflecting the line represented by θ0 = π/6 in a line through the
origin represented by θ = π/3 results in a line represented by 2(π/3)−π/6 = π/2.
Similarly to reflect a line represented by a closest point z0 we simply reflect z0 .
That is:
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Exercise 2.2. Suppose a line represented by θ = π/4 is translated by
α = −3 − 3ı̂. Which angle represents the translated line?
(b) Suppose L does not pass through the origin and we translate by α such that
T (L) passes through the origin.
Suppose L is represented by closest point z0 .
Consider the following picture:
L
z0 θ T (L)
In this case the angle θ that T (L) makes with the positive real axis is the
same angle that L makes with the horizontal. This angle equals the angle
that z0 makes minus π/2. Of course we can add any integer multiple of π
to this:
π π
θ = arg(z0 ) − = atan2 (Im(z0 ), Re(z0 )) + + kπ
2 2
Note 2.6.1. The atan2(y, x) function returns the angle from the positive
x-axis to the ray from the origin to (x, y). It’s more succinct to use arg but
often atan2 is found in programming languages.
Note 2.6.2. You may wish to draw some pictures where z0 is in other
quadrants in order to convince yourself that the formula still works.
Exercise 2.3. Suppose the line represented by 2−2ı̂ is translated by α = 3.
Which angle represents the translated line?
(c) Suppose L does not pass through the origin and we translate by α such that
T (L) does not pass through the origin.
Theorem 2.6.1. Suppose L does not pass through the origin and has
closest point z0 . Let T denote translation by α ∈ C. Assuming T (L) does
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not contain the origin show that the closest point representing T (L) is:
z0
z0 + Re(z0 α)
|z0 |2
Proof. Consider the following picture where the line L has been translated
by α to the line T (L).
The goal is to find the point z.
Im
z0 + α
α
z =???
T (L)
z0
Re
Im
z0
|z0 | (z0 + α)
Re
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We then get z by taking the real part of our |zz00 | (z0 + α) and rotating it
back. The result is as follows and can be simplified as shown:
z0 z0
z= Re (z0 + α)
|z0 | |z0 |
z0
= Re (z0 (z0 + α))
|z0 |2
z0
Re |z0 |2 + z0 α
= 2
|z0 |
z0 2
= 2
|z0 | + Re (z0 α)
|z0 |
z0
= z0 + Re(z0 α)
|z0 |2
z = eθı̂ Im αe−θı̂ ı̂
Proof. Omit.
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Exercise 2.8. Complete the above proof.
Hint: This is not hard and is based on the following picture. The goal in the
picture is to find z given α and θ0 . Think about rotating L to the positive
real axis first. If you’re totally confused you might look at (d) first since
the proof is given. Note that (c) was in fact a harder proof and not quite
the same but it might give you some ideas.
Im
z α L
θ0
Re
θ0 7→ z = ı̂eθ0 ı̂ Im αe−θ0 ı̂
Through Origin to Not Through Origin
π
Not Through Origin to Through Origin z0 7→ θ = arg(z0 ) + 2 + kπ
z0
Not Through Origin to Not Through Origin z0 7→ z = z0 + |z0 |2 Re(z0 α)
Note 2.6.3. We have not addressed here the issue of how we know which case
we have!
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Exercise 2.11. Suppose you have a line not through the origin and you trans-
late it. Not knowing whether the result is through the origin you assume it isn’t
and use that approach. What should happen intuitively? Cross-check this with
the calculation to see that it does, in fact, happen. Is this useful?
Exercise 2.12. Suppose you have a line through the origin and you translate
it. Not knowing whether the result is through the origin you assume it isn’t and
use that approach. What should happen intuitively? Cross-check this with the
calculation to see that it does, in fact, happen. Is this useful?
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Example 2.5. As an example if −1 + 2ı̂ represents a line, how can we tell if
10 + 18ı̂ is on the line? One way would be to subtract them and see if the result
is perpendicular to −1 + 2ı̂ treating complex numbers as vectors. To frame this
differently, we could find the slope between the points and see if it equals the
negative reciprocal of the slope joining −1 + 2ı̂ to the origin.
The downside to this approach is that we move out of the complex numbers
to do the work. Another approach would be to rotate the point of interest by
π/2 about the representing point and see if the result is a scalar multiple of the
representing point.
Example 2.6. To check if 10 + 18ı̂ is on the line represented by −1 + 2ı̂ we
calculate:
i(10 + 18ı̂ − (−1 + 2ı̂)) + (−1 + 2ı̂) = −17 + 13ı̂
and observe that this is not a scalar multiple of −1 + 2ı̂ and hence 10 + 18ı̂ is
not on this line.
Example 2.7. To check if 5 + 5ı̂ is on the line represented by −1 + 2ı̂ we
calculate:
ı̂(5 + 5ı̂ − (−1 + 2ı̂)) + (−1 + 2ı̂) = −4 + 8ı̂
and observe that this is a scalar multiple of −1 + 2ı̂ and hence 5 + 5ı̂ is on this
line.
Exercise 2.16. Use this approach to check if the following points are on the
line represented by 3 − 1ı̂:
(a) 6 + 18ı̂
(b) −4 − 8ı̂
(c) −2 − 6ı̂
Exercise 2.17. Use this approach to find a generic criteria under which x + yı̂
is on the line represented by closest point a + bı̂ 6= 0. Your criteria should read
something like:
x + yı̂ is on the line represented by a + bı̂
iff
???? is a scalar multiple of ???
Note that checking whether v and w are scalar multiples is an existence check
but it can be rephrased as an equality check since v and w are scalar multiples
if when normalized they are either the same or opposites.
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2.9 Parametrization
As a final comment we can represent a line by a point z0 ∈ C and an additional
α ∈ C which indicates a direction. This pair (z0 , α) then represents a line in
that all points z(t) = z0 + αt with t ∈ R.
The disadvantage to this is the introduction of another variable in the way we’re
describing the line in the sense that calculations involving the line almost always
require this other variable. For example checking if a point is on the line involves
solving for t. We’re not implying this is good or bad, just that it’s an added
factor.
Example 2.8. The line represented by the pair:
is shown here:
Im
Re
−3 − 2ı̂
Interestingly this representation is strongly tied into the closest point parametriza-
tion in that if z0 is the closest point on L to the origin then the line can be
written as the set of points
z(t) = z0 + z0 tı̂
This is fairly clear. If z0 is the closest point then the line through the origin and
z0 is perpendicular to L. This perpendicular line consists of points z0 t and when
we do z0 tı̂ we rotate by π/2 and get points through the origin perpendicular to
the line. The z0 + simply translates those points to lie on the point z0 .
This representation is easily understood because it’s similar to the traditional
parametrization of lines used in courses like Calculus 3:
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One major downside to this representation is the fact that it involves another
variable t. Consequently finding points on the line and checking if points are on
the line invariably results in solving for t, which can be tricky.
A second major downside is that the representation is not unique. One line is
represented by many different z0 and α.
On the other hand it’s fairly easy to apply transformatons to parametrized lines
because the parametrization z = z0 + αt explicitly returns complex numbers
which can then be operated on individually.
Example 2.9. Consider the line parametrized by z = (2 + 3ı̂) + (4 − 5ı̂)t. If we
rotate this about the origin by π/4 radians the result can be written a number
of was. For example here’s one way:
The rewrite is done so that it’s clear from the result what the anchor point and
the direction complex number are. In other words the result has been rewritten
in the standard form.
Exercise 2.18. Find the result when the line z = (5+2ı̂)+(4−3ı̂)t is translated
by 3 + 7ı̂.
Exercise 2.19. Find the result when the line z = (5 + 2ı̂) + (4 − 3ı̂)t is reflected
in the line represented by v = 4 + 1ı̂.
Note: If you choose your approach carefully this isn’t particularly bad and the
result simplifies.
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Theorem 3.0.1. The composition of two affine transformations is an affine
transformation.
Proof. Omitted.
Proof. The first part follows from the previous theorem. To see the second part
we simply take an affine transformation and rewrite it:
a
z 7→ az + b = |a| z+b
|a|
From here we can see that z undergoes first a rotation, then a scaling, then a
translation.
Not all transformations C → C are affine, however. In fact reflections are not,
and even complex conjugation is not.
Exercise 3.2. Show that complex conjugation is not affine. One way to do this
is to assume it is and find a problem. If it were, this would mean that there are
a, b ∈ C such that φ(z) = az + b satisfies φ(0) = 0, φ(1) = 1, and φ(ı̂) = −ı̂.
Show why this would be a problem.
Exercise 3.3. Show that reflections in general are not affine.
Exercise 3.4. Show that the following transformations are not affine:
(a) The mapping x + yı̂ 7→ x − yı̂.
(b) The mapping x + yı̂ 7→ x + 2yı̂.
(c) The mapping x + yı̂ 7→ (x + y) + yı̂.
2 2
It’s worth noting that in R all of the above are affine (we’ll say R affine) in
the sense that they may be written as:
φ(v) = Av + b with A a 2 × 2 matrix and b ∈ R2
21
For example the second from the exercises above is easy to see:
1 0 x x
=
0 2 y 2y
It follows that the notion of being affine depends upon how the space is being
managed.
Exercise 3.5. Show that the three problems from the last exercise are R2 affine.
Exercise 3.6. Show that the mapping x + yı̂ 7→ x2 + yı̂ is not complex affine
nor R2 affine.
Which really goes to show that the complex numbers are in some ways at a bit
of a disadvantage. There are parallels between R2 and C but they’re certainly
not equivalent in terms of the ease of computations that we need to do.
Then we have:
Theorem 4.0.1. Under the correspondance given above we have:
(a) Addition of complex numbers is represented by addition of matrices.
(b) Multiplication of complex numbers is represented by multiplication of ma-
trices.
(c) The inverses of a complex number is represented by the inverse of a matrix.
(d) Division of complex numbers is taken care of by inverses.
(e) Complex conjugation is represented by the matrix transpose.
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(f) The magnitude of a complex number is represented by the determinant of
a matrix.
and that:
a −b c −d ac − bd −ad − bc
=
b a d c ad + bc ac − bd
We immediately see that the representation of the product matches the product.
Not only is this useful because it reduces much of the handling of complex num-
bers to basic matrix calculations but this property will extend to quaternions,
as we will see later.
Exercise 4.1. Prove (a),(c),(d),(e),(f) of the theorem above. All of them are
fairly straighforward.
5 Taking this to 3D
Given that complex numbers can at most represent two dimensions via the real
and imaginary parts it’s not clear how this could extend to three dimensions.
For that we need quaternions, which extend complex numbers.
23