2.5 - Complex roots and roots of unity

2.5 - Complex roots and roots of unity

A nonzero complex number has several distinct nth roots, arranged at equal angles on a circle. You will find every branch of positive and negative rational powers, locate the roots of unity, and use their geometry and polynomial factorisation to evaluate exact sums and products.

All roots from a rational power

A calculator may display one cube root, but how do you find all the solutions of w3=zw^3=z? If z=R(cos⁡θ+isin⁡θ)≠0z=R(\cos\theta+i\sin\theta)\ne0, then ww must have modulus R1/3R^{1/3}. Its argument ϕ\phi must satisfy 3ϕ=θ+2kπ3\phi=\theta+2k\pi, not just 3ϕ=θ3\phi=\theta. The three values from k=0,1,2k=0,1,2 are separated by 2π/32\pi/3.

The same argument works for every positive integer nn. Write w=ρ(cos⁡ϕ+isin⁡ϕ)w=\rho(\cos\phi+i\sin\phi) and compare moduli and arguments in wn=zw^n=z:

ρn=R,nϕ=θ+2kπ.\rho^n=R,\qquad n\phi=\theta+2k\pi.

Choosing k=0,1,…,n−1k=0,1,\ldots,n-1 gives every distinct root once. Increasing kk by nn adds a full turn to ϕ\phi and repeats a root.

All branches of a rational power

Let m/nm/n be in lowest terms, with integers m≠0m\ne0 and n>0n>0. For nonzero zz, the full set of values of zm/nz^{m/n} means the solutions of

wn=zm.w^n=z^m.

For m<0m<0, this is wn=1/z−mw^n=1/z^{-m}, so the base and all resulting values must be nonzero. We are finding the full set, not choosing a single principal value.

Reducing the fraction matters. The power z2/4z^{2/4} is treated as z1/2z^{1/2}; solving w4=z2w^4=z^2 without reduction would generally introduce two extra values. Rules that select or combine individual branches need care, so use the defining equation instead of assuming that fractional powers obey every real-power manipulation.

Every rational-power branch

If z=R(cos⁡θ+isin⁡θ)z=R(\cos\theta+i\sin\theta), R>0R>0, and m/nm/n is reduced as above, then

wk=Rm/n(cos⁡mθ+2kπn+isin⁡mθ+2kπn),k=0,1,…,n−1.w_k=R^{m/n}\left(\cos\frac{m\theta+2k\pi}{n} +i\sin\frac{m\theta+2k\pi}{n}\right), \qquad k=0,1,\ldots,n-1.

There are nn distinct values. For a positive rational exponent, zero has the sole value zero; a negative power of zero is undefined.

Not in the formula booklet: learn how to obtain all the branches.

Why does taking all nth roots of zz and then raising them to mm give the same set? Their angles are (mθ+2mjπ)/n(m\theta+2mj\pi)/n. Since mm and nn are coprime, the residues of mjmj modulo nn run through all nn possibilities. This also explains the lowest-terms condition.

Worked example 1: a positive rational exponent

Question. Let z=8(cos⁡(π/4)+isin⁡(π/4))z=8(\cos(\pi/4)+i\sin(\pi/4)). Find all values of z2/3z^{2/3} in Cartesian form.

Plan. Solve w3=z2w^3=z^2, using all three possible arguments.

The modulus is 82/3=48^{2/3}=4. The arguments are

2(π/4)+2kπ3=π6+2kπ3,k=0,1,2.\frac{2(\pi/4)+2k\pi}{3} =\frac\pi6+\frac{2k\pi}{3},\qquad k=0,1,2.

Thus the arguments are π/6,5π/6,3π/2\pi/6,5\pi/6,3\pi/2.

Answer. The three values are

23+2i,−23+2i,−4i.2\sqrt3+2i,\qquad -2\sqrt3+2i,\qquad -4i.

Check. Here z2=64iz^2=64i. Direct cubing gives (23+2i)3=64i(2\sqrt3+2i)^3=64i and (−23+2i)3=64i(-2\sqrt3+2i)^3=64i; also (−4i)3=64i(-4i)^3=64i. All three are distinct, so the degree-three equation has no further roots.

Change only the exponent's sign. The moduli become reciprocals and each individual angle is reflected in the real axis.

Worked example 2: a negative rational exponent

Question. For the same z=8(cos⁡(π/4)+isin⁡(π/4))z=8(\cos(\pi/4)+i\sin(\pi/4)), find all values of z−2/3z^{-2/3} in Cartesian form.

Plan. Solve w3=z−2w^3=z^{-2}, or equivalently take the reciprocals of the three values in the previous example.

The modulus is 8−2/3=1/48^{-2/3}=1/4. The arguments are

−2(π/4)+2kπ3=−π6+2kπ3,k=0,1,2,\frac{-2(\pi/4)+2k\pi}{3} =-\frac\pi6+\frac{2k\pi}{3},\qquad k=0,1,2,

namely −π/6,π/2,7π/6-\pi/6,\pi/2,7\pi/6.

Answer. The three values are

3−i8,i4,−3−i8.\frac{\sqrt3-i}{8},\qquad \frac i4,\qquad \frac{-\sqrt3-i}{8}.

Check. Cartesian reciprocation gives

123+2i=3−i8,1−23+2i=−3−i8,1−4i=i4.\frac1{2\sqrt3+2i}=\frac{\sqrt3-i}{8},\qquad \frac1{-2\sqrt3+2i}=\frac{-\sqrt3-i}{8},\qquad \frac1{-4i}=\frac i4.

Their cubes must therefore be 1/(64i)=−i/64=z−21/(64i)=-i/64=z^{-2}, independently checking both magnitude and sign.

Reciprocation reflects an argument and inverts a modulus. It does not simply negate a complex value.

[DIAGRAM: asset_name: Reciprocal sets of three branches; asset_slug: cam9231-rational-branches; caption: The positive and negative two-thirds powers have reciprocal moduli and reflected arguments; description: Two separate Argand panels with explicitly different scales. The left shows the radius-four roots at arguments pi over six, five pi over six and three pi over two. The right shows the radius-one-quarter reciprocal roots at arguments minus pi over six, pi over two and seven pi over six. Matching colours link reciprocal pairs; a note states that the scales differ.]
The positive and negative two-thirds powers have reciprocal moduli and reflected arguments

The number of branches is determined by the reduced denominator, not by the numerator's sign.

Watch out

Dividing just one chosen argument by nn gives only one root. Include 2kπ2k\pi before division and list exactly nn distinct values. Then adjust each angle into any interval the question specifies.

Keep a negative exponent but change the base and its argument.

The nth roots of unity

The nth roots of unity are the solutions of wn=1w^n=1, so their moduli are all 11 and their arguments are equally spaced.

Write 1=cos⁡0+isin⁡01=\cos0+i\sin0, retaining its other arguments 2kπ2k\pi. The roots are

1,cos⁡2πn+isin⁡2πn,…,cos⁡2(n−1)πn+isin⁡2(n−1)πn.1,\quad \cos\frac{2\pi}{n}+i\sin\frac{2\pi}{n},\quad\ldots,\quad \cos\frac{2(n-1)\pi}{n}+i\sin\frac{2(n-1)\pi}{n}.

For n≥3n\ge3, these are the vertices of a regular n-sided polygon on the unit circle, with one vertex at 11. Adjacent roots differ in argument by 2π/n2\pi/n.

A primitive root of unity

A root is primitive if its successive integer powers generate all the nth roots. The number

ω=cos⁡2πn+isin⁡2πn\omega=\cos\frac{2\pi}{n}+i\sin\frac{2\pi}{n}

is primitive: the complete list is 1,ω,ω2,…,ωn−11,\omega,\omega^2,\ldots,\omega^{n-1}.

Not every root is primitive. For example, −1-1 is a sixth root of unity, but its powers give only 11 and −1-1.

This notation is useful because ωn=1\omega^n=1: reduce integer exponents modulo nn. In particular, ω−1=ωn−1\omega^{-1}=\omega^{n-1}, so conjugate roots form reflected pairs on the unit circle. A negative real root occurs only when nn is even.

Worked example 3: five equally spaced roots

Question. Find all fifth roots of unity in polar form, with arguments in [0,2π)[0,2\pi), and describe their positions on an Argand diagram.

Plan. Divide the arguments 2kπ2k\pi of unity by 55, taking five distinct residues.

∣w∣=1,arg⁡w=2kπ5,k=0,1,2,3,4.|w|=1,\qquad \arg w=\frac{2k\pi}{5},\qquad k=0,1,2,3,4.

The arguments are 0,2π/5,4π/5,6π/5,8π/50,2\pi/5,4\pi/5,6\pi/5,8\pi/5.

Answer. The roots are cos⁡(2kπ/5)+isin⁡(2kπ/5)\cos(2k\pi/5)+i\sin(2k\pi/5) for k=0,1,2,3,4k=0,1,2,3,4. They form a regular pentagon on the unit circle, with a vertex at 11, and angular spacing 2π/52\pi/5.

Check. Raising any listed value to the fifth power multiplies its angle to 2kπ2k\pi, giving 11. No two listed angles differ by a full turn, so the five roots are distinct.

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