Quarter-Turns
Posted by Tom Leinster
Teaching linear algebra this semester has made me face up to the fact that for a linear operator on a real inner product space, whereas for an operator on a complex inner product space, In other words, call an operator a quarter-turn if for all . Then the real quarter-turns correspond to the skew symmetric matrices — but apart from the zero operator, there are no complex quarter turns at all.
Where in my mental landscape should I place these facts?
The proofs of both facts are easy enough. Everyone who’s met an inner product space knows the real polarization identity: in a real inner product space ,
All we used about here is that it’s a symmetric bilinear form (and that ). In other words, for a symmetric bilinear form on , writing , we have
for all .
The crucial point is that we really did need the symmetry. (For it’s clear that the right-hand side is symmetric whether or not is.) For a not-necessarily-symmetric bilinear form , all we can say is
or more simply put,
Now let be a linear operator on . There is a bilinear form defined by . It’s not symmetric unless is self-adjoint; nevertheless, the polarization identity just stated tells us that
It follows that is a quarter-turn if and only if
for all . After some elementary rearrangement, this in turn is equivalent to
for all , where is the adjoint of . But that just means that . So, is a quarter-turn if and only if .
The complex case involves a more complicated polarization identity, but is ultimately simpler. To be clear, when I say “complex inner product” I’m talking about something that’s linear in the first argument and conjugate linear in the second.
In a complex inner product space, the polarization formula is
This can be compared with the real version, which (in unusually heavy notation) says that
And the crucial point in the complex case is that this time, we don’t need any symmetry. In other words, for any bilinear form on , writing , we have
So given a quarter-turn on , we can define a bilinear form by , and it follows immediately from this polarization identity that for all — that is, .
So we’ve now shown that over ,
but over ,
Obviously everything I’ve said is very well-known to those who know it. (For instance, most of it’s in Axler’s Linear Algebra Done Right.) But how should I think about these results? How can I train my intuition so that the real and complex results seem simultaneously obvious?
Whatever the intuitive picture, here’s a nice consequence, also in Axler’s book.
This pair of results immediately implies that whether we’re over or , the only self-adjoint quarter-turn is zero. Now let be any operator on a real or complex inner product space, and recall that is said to be normal if it commutes with .
Equivalently, is normal if the operator is zero.
But is always self-adjoint, so is normal if and only if is a quarter-turn.
Finally, a bit of routine messing around with inner products shows that this is in turn equivalent to
So a real or complex operator is normal if and only if and have the same length for all .
Re: Quarter-Turns
The first thing that jumps out at me is that has a scalar quarter-turn already. Such is famously absent over the Reals.