IB Math AI HL Revision Notes
Formulas, conditions, key connections and common exam traps across the five AI HL topics. Use it alongside the formula booklet and regular question practice.
For the current AI HL syllabus, for exams up to November 2028.
How to use these notes
Each topic is split into short sections. Every section keeps its formulas, conditions and diagrams together.
- Connection (blue dot): links between formulas that the formula booklet does not state.
- Exam note (gold diamond): short reminders and common traps.
- Video: a link to my explanation of the topic.
Topic 1 Number and Algebra
Numbers and Approximation
Standard form and accuracy
| Name | Formula | Condition |
|---|---|---|
| Standard form | , |
- Connection: Standard form products: multiply the parts, add the powers of 10, then rescale to .
- Exam note: The GDC shows 4.52E−4. Write .
- Exam note: Give answers exactly or to 3 significant figures, unless the question says otherwise.
- Exam note: Keep full calculator values in your working. Round only the final answer.
Percentage error
| Name | Formula | Condition |
|---|---|---|
| Percentage error | = exact value = approximate value |
- Exam note: Percentage error divides by the exact value .
Sequences and Series
Arithmetic and geometric sequences
| Item | Arithmetic common difference | Geometric common ratio |
|---|---|---|
| th term | ||
| Sum of terms | ||
| Finding or |
- Exam note: counts terms, so .
Sums and sigma notation
| Name | Formula | Condition |
|---|---|---|
| Sigma notation | runs through whole numbers |
- Connection: For any sequence:
for - Exam note: In sigma notation, check the first and last values of .
Financial Mathematics
Compound interest and depreciation
| Name | Formula | Condition |
|---|---|---|
| Compound interest | = future value, = present value, = number of years, = number of compounding periods per year, = nominal annual rate of interest | geometric, ratio per period |
| Depreciation | = starting value, = value after years, = annual rate of depreciation | geometric, ratio per year |
- Exam note: Number of years to reach a target: the answer is not a whole number. Round up to the next whole compounding period (to whole years when compounding is yearly).
Loans and annuities
| TVM solver entry | Meaning |
|---|---|
number of payments | |
annual interest rate | |
present value: the amount borrowed or invested at the start | |
payment each period | |
future value: the amount at the end | |
payments per year | |
compounding periods per year |
- Connection: Loan fully repaid:
- Connection: Total repaid: add up all the payments. That is the number of payments times the amount of each payment.
- Connection: Interest paid: the total repaid minus the amount borrowed.
- Exam note: Money paid out is negative and money received is positive.
- Exam note: Write down the values you enter in the TVM solver. They earn method marks.
- Exam note: Monthly payments: . Set from the question.
Exponents and Logarithms
Exponent laws
| Name | Formula | Condition |
|---|---|---|
| Same base | for rational | |
| Zero and negative | ||
| Rational exponents |
- Connection: and
Logarithms
| Name | Formula | Condition |
|---|---|---|
| Definition of a log | , , | |
| Laws of logarithms | ||
| Base 10 and base |
- Connection: and
- Connection: and
- Connection:
- Exam note: No law exists for , or . Leave them as they are.
- Exam note: On the GDC, log is base 10 and ln is base .
- Exam note: To find an unknown power, take ln of both sides or use the GDC solver.
Complex Numbers
Cartesian form and the Argand diagram
| Name | Formula | Condition |
|---|---|---|
| Cartesian form | ||
| Conjugate and modulus | ||
| Argument |
- Connection:
- Connection: Real , , and : the roots of are a conjugate pair:
- Exam note: gives the correct only in quadrants 1 and 4. Sketch first.
- Exam note: To divide, multiply the top and bottom by the conjugate of the bottom.
Arguments on the axes
| lies on the | All its arguments | ||
|---|---|---|---|
| positive real axis | |||
| negative real axis | |||
| positive imaginary axis | |||
| negative imaginary axis |
Here , and . The column uses .
- Exam note: Adding a multiple of gives the same point. Give the argument in the range the question asks: with , has .
Anticlockwise is positive. Clockwise is negative.
has no argument.
Polar and exponential forms
| Name | Formula | Condition |
|---|---|---|
| Polar and exponential | ||
| Product | ||
| Quotient | ||
| Powers |
- Connection: and
and
Adjust arguments by if needed. - Connection: Multiplying by turns through anticlockwise.
- Exam note: Use radians for unless the question uses degrees.
- Exam note: Check answers with the GDC in complex mode.
Matrices
Matrix operations
| Name | Formula | Condition |
|---|---|---|
| Order and elements | An matrix has rows and columns. | |
| Add, subtract | Element by element | same order only |
| Scalar multiple | Multiply every element by the scalar | |
| Product | gives an matrix | columns of = rows of |
| Identity |
- Connection: in general.
Determinant and inverse
| Name | Formula | Condition |
|---|---|---|
| Determinant | ||
| Inverse |
- Connection: and
- Connection: : has no inverse.
- Exam note: gives .
gives . - Exam note: determinants and inverses: use the GDC.
Systems of linear equations
| Name | Formula | Condition |
|---|---|---|
| Matrix form | ||
One solution. With 2 unknowns, the two lines meet at one point. | ||
No unique solution. With 2 unknowns, the lines are parallel (no solution) or the same line (infinitely many solutions). |
- Exam note: Systems of up to 3 equations and polynomial equations: solve on the GDC, but write the equations first.
Eigenvalues and Eigenvectors
Eigenvalues and eigenvectors
| Name | Formula | Condition |
|---|---|---|
| Definition | ||
| Characteristic equation |
- Connection: Any non-zero multiple of an eigenvector is also an eigenvector.
- Exam note: For , the two rows of are multiples. Use one of them.
- Exam note: Check your answer: .
changes direction.
Diagonalisation and powers
| Name | Formula | Condition |
|---|---|---|
| Diagonalisation | distinct real eigenvalues | |
| Power formula | = matrix of eigenvectors, = diagonal matrix of eigenvalues |
- Connection:
- Connection: and : , so tends to a limit. Used for Markov chains.
- Exam note: Put the eigenvectors in in the same order as the eigenvalues in .
Topic 2 Functions
Straight Lines
Equations and gradients
| Name | Formula | Condition |
|---|---|---|
| Straight line | ||
| Gradient | ||
| Parallel lines | ||
| Perpendicular lines |
- Connection: In a linear model, is the change in for each unit increase in and is the value at .
- Exam note: usually needs whole numbers , and .
- Exam note: A vertical line is . Its gradient is undefined.
Functions, Composites and Inverses
Functions and composites
| Name | Formula | Condition |
|---|---|---|
| Function | Each in the domain gives exactly one | |
| Domain, range | Domain: the allowed inputs. Range: the outputs. | |
| Composite | apply first |
- Connection: In general .
- Exam note: In a model, the domain comes from the context, for example .
Inverse functions
| Name | Formula | Condition |
|---|---|---|
| Inverse | : swap and , then make the subject. must be one-to-one. | |
| Identity |
- Connection: The graph of is the reflection of in .
- Connection: Domain of = range of
Range of = domain of - Exam note: is not .
- Exam note: Not one-to-one? Restrict the domain first, usually to one side of a turning point.
- Exam note: Always state the domain of .
Transformations
- Video: Transformations of graphs: translations, stretches and reflections (opens YouTube in a new tab)
Transformations of
| New graph | Transformation | Point moves to |
|---|---|---|
translation units up | ||
translation units down | ||
translation units to the right | ||
translation units to the left | ||
reflection in the -axis | ||
reflection in the -axis | ||
vertical stretch, scale factor | ||
horizontal stretch, scale factor | ||
translation units to the left, then horizontal stretch, scale factor |
- Exam note: In this table . So always moves up and always moves down.
- Connection: Inside the bracket: changes and works the opposite way to how it looks.
- Connection: Outside the bracket: changes and works the way it looks.
- Connection: : stretch first, then translate.
- Connection: As a vector:
units up: units right: - Connection: A vertical stretch keeps points on the -axis fixed. A horizontal stretch keeps points on the -axis fixed.
- Exam note: Describe each transformation fully: type, direction and scale factor or vector.
- Exam note: For a composite transformation, apply the steps in the order the question gives.
Polynomial and Variation Models
Quadratic models
| Form | Equation | What it shows |
|---|---|---|
| Standard | -intercept axis of symmetry vertex | |
| Factor | zeros and axis of symmetry | |
| Vertex | vertex axis of symmetry |
- Connection: : minimum at the vertex. : maximum at the vertex.
- Exam note: Check the maximum or minimum lies inside the domain of the model.
Cubic models
| Name | Formula | Condition |
|---|---|---|
| Cubic | At most 2 turning points |
- Exam note: Zeros, turning points and intersections: use the GDC.
Direct and inverse variation
| Name | Formula | Condition |
|---|---|---|
| Direct variation | is directly proportional to : The graph passes through the origin. With it is a straight line. | |
| Inverse variation | is inversely proportional to : Asymptotes and . |
- Exam note: “ is proportional to ” means . “ is inversely proportional to ” means . Find from one data point.
Exponential and Logistic Models
Exponential and logarithmic models
| Name | Formula | Condition |
|---|---|---|
| Exponential | asymptote | |
| Logarithmic |
- Connection: The value at is .
- Connection:
- Connection: : growth and decay
- Exam note: In , the initial value is , not .
- Exam note: Long-term value: let . Exponential decay tends to .
Logistic models
| Name | Formula | Condition |
|---|---|---|
| Logistic | asymptotes and |
- Connection: is the upper limit, the carrying capacity.
- Connection:
- Connection: Fastest growth where
- Exam note: Long-term value: the logistic model tends to .
Sinusoidal and Piecewise Models
Sinusoidal models
| Name | Formula | Condition |
|---|---|---|
| Sinusoidal |
| Feature | From the function | From the graph |
|---|---|---|
| Amplitude | ||
| Period | radians: degrees: | from a maximum to the next maximum, or from a minimum to the next minimum then or |
| Principal axis | ||
| Maximum, minimum | the highest and lowest -values | |
| Horizontal shift | to the right | sine with : the where the graph crosses going up |
- Connection: A cos model is a sin model shifted by a quarter period.
- Exam note: Set the GDC to degrees or radians to match the question.
Piecewise models
| Name | Formula | Condition |
|---|---|---|
| Piecewise | A different rule on each interval of the domain |
- Exam note: Check where the pieces meet. Use the correct rule on each side.
Modelling and Linearising Data
Linearising with logarithms
| Model | Take logs | Straight line when | Graph |
|---|---|---|---|
| Exponential | against | semi-log | |
| Power | against | log-log |
- Connection: From : and
- Connection: From : and
- Connection: On a log scale, each equal step multiplies by the same factor, often 10.
Choosing and using a model
- Exam note: Choose a model from the shape of the data and the context. Give a reasonable domain.
- Exam note: Predictions far outside the data are not reliable.
- Exam note: “Sketch”: show the shape and key features. “Draw”: plot accurately to scale.
- Exam note: Label intercepts, turning points, asymptotes and end points of the domain.
Topic 3 Geometry and Trigonometry
3D Geometry and Triangles
Points in 3D
| Name | Formula | Condition |
|---|---|---|
| Distance | ||
| Midpoint |
Solids
| Name | Formula | Condition |
|---|---|---|
| Right pyramid | = area of base, = height | |
| Right cone | curved surface total surface , = slant height | |
| Sphere | ||
| Hemisphere | curved surface |
Right-angled triangles
| Name | Formula | Condition |
|---|---|---|
| Ratios | ||
| Pythagoras | = hypotenuse |
Angle between a line and a plane
- Connection: Drop a perpendicular from a point on the line to the plane. This gives the projection of the line on the plane.
- Connection: is the angle between the line and its projection. Find it in that right-angled triangle.
Any triangle
| Name | Formula | Condition |
|---|---|---|
| Sine rule | ||
| Cosine rule | ||
| Area |
| Use the sine rule when you know | Use the cosine rule when you know |
|---|---|
|
|
|
|
- Exam note: Draw and label a diagram from the words first.
The ambiguous case of the sine rule
- Exam note: It happens only when you know two sides and an angle not between them, and you use the sine rule to find an angle.
- Exam note: gives two angles: and . Check both. Keep only if the angles of the triangle still add up to with every angle positive.
Elevation, depression and bearings
| Name | Formula | Condition |
|---|---|---|
| Elevation, depression | Measured from the horizontal | |
| Bearings | Measured clockwise from north, with three figures, for example |
Circles, Radians and the Unit Circle
Radians, arcs and sectors
| Name | Formula | Condition |
|---|---|---|
| Radians | ||
| Arc length | degrees, then radians | |
| Sector area | degrees, then radians |
- Connection: Degrees to radians: . Radians to degrees: .
- Exam note: and need in radians.
The unit circle
| Name | Formula | Condition |
|---|---|---|
| Unit circle | -coordinate -coordinate | |
| Identity | ||
| Tan |
- Connection: and : period or , values from to
- Connection: . This is why the sine rule can give two angles.
Trig graphs and solving trig equations
- Exam note: Solve on the GDC: graph both sides, then find every intersection in the interval.
- Exam note: Check the GDC mode: degrees or radians.
Voronoi Diagrams
Perpendicular bisectors
| Name | Formula | Condition |
|---|---|---|
| Perpendicular bisector of | Through the midpoint of , gradient Every point on it is equidistant from and . |
- Connection: Equation:
- Connection: horizontal: the bisector is . vertical: the bisector is .
Voronoi diagrams
| Name | Formula | Condition |
|---|---|---|
| Cell | All points closer to its site than to any other site | |
| Edge | Part of the perpendicular bisector of two sites | |
| Vertex | Where at least three edges meet. | |
| Nearest neighbour interpolation | A point takes the value of the site whose cell contains it |
- Connection: Adding a site: draw the bisectors between the new site and its neighbours, then remove the old edges inside the new cell.
- Connection: The bisectors of and meet at a point equidistant from , and , so the bisector of passes through it too.
Matrix Transformations
Transformation matrices
| Name | Formula | Condition |
|---|---|---|
| Reflection | in the line | |
| Reflection in an axis or | -axis: -axis: : | |
| Horizontal stretch | scale factor | |
| Vertical stretch | scale factor | |
| Enlargement | scale factor , centre | |
| Rotation anticlockwise | by about , | |
| Rotation clockwise | by about , |
- Connection: Rotation: . Reflection: .
Columns of a matrix
- Connection: The first column of is where the point goes.
- Connection: The second column of is where the point goes.
| Name | Formula | Condition |
|---|---|---|
| Example | the first column of the second column of | |
| Finding a matrix | Rotation by anticlockwise about : So |
The gold images are the columns of .
The unit square becomes a parallelogram with area .
Composites and area
| Name | Formula | Condition |
|---|---|---|
| With translation | : apply , then translate by | |
| Area | Area of image area of object |
- Connection: then : the single matrix is .
- Connection: undoes the transformation .
- Exam note: Area scale factor uses , so ignore a negative sign.
- Exam note: The matrix multiplies the column vector: , not .
- Exam note: The order of a composite matters. The first transformation goes on the right.
Vectors
Vector basics
| Name | Formula | Condition |
|---|---|---|
| Components | ||
| Magnitude | ||
| Unit vector | ||
| Displacement |
- Connection: A vector of length in the direction of :
Scalar product
| Name | Formula | Condition |
|---|---|---|
| Scalar product | = angle between and | |
| Angle between vectors |
- Connection: Perpendicular:
- Connection:
- Exam note: is a number.
- Exam note: For the angle at a vertex, both vectors must start at that vertex.
Vector product
| Name | Formula | Condition |
|---|---|---|
| Vector product | ||
| Area of parallelogram | , adjacent sides |
- Connection: is perpendicular to both and .
- Connection: Parallel: or
- Connection: Area of triangle
- Exam note: is a vector.
Vector Lines and Kinematics
Vector lines
| Name | Formula | Condition |
|---|---|---|
| Vector equation of a line | : a point on the line : direction vector | |
| Parametric form | ||
| Angle between lines | direction vectors only |
- Exam note: The modulus gives the acute angle .
- Exam note: Without the modulus you may get the obtuse angle. The acute angle is then .
| Name | Formula | Condition |
|---|---|---|
| Parallel | ||
| Intersecting | Solve . Use two components, then check the third. | |
| Skew | Not parallel and they do not meet |
Kinematics
| Name | Formula | Condition |
|---|---|---|
| Constant velocity | = position at | |
| Speed | ||
| Variable velocity | Differentiate or integrate one component at a time. |
- Connection: Position of relative to :
- Connection: Closest approach: minimise
- Exam note: A collision needs the same position at the same time . Paths that cross may not collide.
- Exam note: Speed is a number. Velocity is a vector.
The paths cross at at different times. Closest at : distance .
Graph Theory
Graphs and degrees
| Name | Formula | Condition |
|---|---|---|
| Degree | Number of edges at a vertex | a loop counts 2 |
| Handshaking | Sum of degrees number of edges | |
| Simple graph | No loops and no multiple edges | |
| Directed graph | Each vertex has an in-degree and an out-degree |
- Connection: The number of odd vertices is always even.
Complete graphs and trees
| Name | Formula | Condition |
|---|---|---|
| Complete graph | Every pair of vertices joined: edges | |
| Tree | Connected with no cycles: edges for vertices |
Walks, trails, paths and cycles
| Name | Formula | Condition |
|---|---|---|
| Walk | A sequence of edges joined end to end. Vertices and edges may repeat. | |
| Trail | A walk with no repeated edge. | |
| Path | A walk with no repeated vertex. | |
| Circuit | A trail that starts and ends at the same vertex. | |
| Cycle | A circuit with no repeated vertex, apart from the start and end. | |
| Hamiltonian path | Visits every vertex exactly once. | |
| Hamiltonian cycle | Visits every vertex exactly once and returns to the start. |
Blue: the route. Gold: a vertex or an edge used more than once.
Adjacency matrices
| Name | Formula | Condition |
|---|---|---|
| Adjacency matrix | The entry in row , column is the number of edges joining vertex to vertex . | |
| Walks of length exactly | Raise to the power . | |
| Walks of length or less | Add the powers: . |
- Connection: The length of a walk is the number of edges in it.
- Connection: Weighted adjacency table: the entries are the weights. Leave a gap where there is no edge.
- Exam note: Keep the vertices in the same order in the rows and columns.
- Exam note: Find the powers of on the GDC.
So there are 2 walks of length 2 from to :
and .
Transition matrices for random walks
| Name | Formula | Condition |
|---|---|---|
| Random walk | At each step, move along one edge. Each edge at the vertex is equally likely. | |
| Transition matrix | Each column is the vertex you leave. Each row is the vertex you move to. | |
| Example | has 3 edges, to , and . |
- Connection: Each column adds to 1.
- Connection: Probabilities after steps: , as for Markov chains.
- Connection: Directed graph: share 1 equally between the edges leaving the vertex.
- Connection: Strongly connected: every vertex can be reached from every other vertex.
and have 2 edges: their columns use .
and have 3 edges: their columns use .
Graph Algorithms
Eulerian trails and the Chinese postman
| Name | Formula | Condition |
|---|---|---|
| Eulerian circuit | Uses every edge once and returns to the start | |
| Eulerian trail | Uses every edge once | |
| Chinese postman | The shortest closed route that uses every edge at least once and returns to the start. |
- Connection: An Eulerian trail starts at one odd vertex and ends at the other.
- Connection: 2 odd vertices: repeat the shortest path between them.
4 odd vertices: compare the 3 pairings.
Minimum spanning trees
| Name | Formula | Condition |
|---|---|---|
| Kruskal | Add the shortest edge that makes no cycle, until there are edges | |
| Prim | Start at any vertex. Add the shortest edge joining the tree to a new vertex. | |
| Prim on a table |
|
- Exam note: Show the order in which you add edges in Kruskal and Prim.
Travelling salesman problem
| Name | Formula | Condition |
|---|---|---|
| Upper bound | Nearest neighbour: go to the nearest unvisited vertex, then return to the start | |
| Lower bound | Delete a vertex. Minimum spanning tree of the rest + the 2 shortest edges from the deleted vertex |
- Connection: Lower bound optimal route upper bound
- Connection: Best upper bound: the smallest.
Best lower bound: the largest. - Exam note: Nearest neighbour: start at the vertex the question gives.
- Exam note: TSP needs a table of least distances first if the graph is not complete.
Nearest neighbour from :
Blue: minimum spanning tree
of , , :
Gold: 2 shortest from
optimal route
Topic 4 Statistics and Probability
Sampling and Data
Data and sampling methods
| Name | Formula | Condition |
|---|---|---|
| Types of data | Discrete data is counted. Continuous data is measured. | |
| Simple random | Every possible sample of that size is equally likely | |
| Systematic | Every th member from a list | |
| Stratified | Each group in proportion: | |
| Quota | A fixed number from each group, not chosen at random | |
| Convenience | The members easiest to reach |
- Connection: Random sampling reduces bias. Quota and convenience samples are not random.
Collecting data: reliability and validity
| Name | Formula | Condition |
|---|---|---|
| Reliability tests | Test-retest, parallel forms | same results again? |
| Validity tests | Content, criterion-related | measures what it should? |
- Exam note: Questionnaires: clear questions, not leading.
Descriptive Statistics
Mean and spread
| Name | Formula | Condition |
|---|---|---|
| Mean | ||
| Grouped data | Mid-interval values as . Modal class: highest frequency. | gives an estimate |
| Standard deviation | from the GDC. Variance |
- Connection: Add to every value: . and IQR unchanged.
- Connection: Multiply every value by : , ,
- Exam note: Use from the GDC for the standard deviation of the data.
Quartiles, box plots and histograms
| Name | Formula | Condition |
|---|---|---|
| Interquartile range | ||
| Outlier | below or above | |
| Cumulative frequency | read across at for , for the median, for |
- Exam note: Remove an outlier only if it is an error.
- Exam note: Histograms of continuous data have no gaps between bars.
Correlation and Regression
Correlation
| Name | Formula | Condition |
|---|---|---|
| Pearson’s | linear correlation | |
| Spearman’s | First rank the data for each variable. Then find Pearson’s of the ranks. | tied ranks: use the average |
- Connection: close to : strong linear correlation. close to 0: weak or no linear correlation.
- Connection: : always increasing, not always linear. is less affected by outliers than .
- Connection: Scatter diagram: plot each pair as a point. A line of best fit drawn by eye passes through the mean point .
- Exam note: Use for linear data and for non-linear but monotonic data.
- Exam note: Correlation does not mean causation.
Regression line
| Name | Formula | Condition |
|---|---|---|
| Regression line of on | : predicts from |
- Connection: For each increase of 1 in , changes by .
When , . - Connection: The line passes through .
- Exam note: Interpolation is reliable when the correlation is strong ( is close to ). Extrapolation is not reliable.
How well a model fits
| Name | Formula | Condition |
|---|---|---|
| Sum of squared residuals | smaller is a better fit | |
| Coefficient of determination | : the proportion of the variation in explained by the model |
- Connection: For a straight line model, .
- Exam note: Non-linear regression on the GDC: exponential, power, quadratic, cubic, sine. Compare .
Probability
Basic rules
| Name | Formula | Condition |
|---|---|---|
| Probability of | , equally likely outcomes | |
| Complementary events | ||
| Combined events | ||
| Mutually exclusive | ||
| Expected number | for trials with probability |
- Connection:
Conditional probability and independence
| Name | Formula | Condition |
|---|---|---|
| Conditional | ||
| Independent |
- Connection: Independent
- Connection: Mutually exclusive events with non-zero probabilities are never independent.
- Exam note: “Given that” means conditional: divide by the probability of the given event.
Tree diagrams
- Connection: Multiply along branches and add the end results.
- Connection: A conditional probability from a tree: the branch you want over all branches that give the condition.
- Exam note: Without replacement, the second-stage probabilities change.
Binomial and Poisson Distributions
- Video: Binomial distribution (opens YouTube in a new tab)
- Video: Poisson distribution (opens YouTube in a new tab)
Discrete random variables
| Name | Formula | Condition |
|---|---|---|
| Discrete distribution |
- Connection: Fair game:
Binomial distribution
| Name | Formula | Condition |
|---|---|---|
| Binomial |
- Connection: Conditions: fixed , two outcomes, constant , independent trials
- Connection:
- Exam note: GDC: pdf for and cdf for .
- Exam note: “At least”, “more than” and “fewer than”: rewrite with before using the cdf.
Poisson distribution
| Name | Formula | Condition |
|---|---|---|
| Poisson | ||
| Sum of Poissons | independent |
- Connection: Conditions: events occur at random, independently, at a constant average rate
- Connection: The mean scales with the interval: 3 per hour gives per 30 minutes.
Normal and Linear Combinations
The normal distribution
| Name | Formula | Condition |
|---|---|---|
| Normal | , variance | |
| Standardised value |
- Exam note: gives the variance. Take the square root for .
- Exam note: Inverse normal: check which tail the GDC uses.
Linear transformations and combinations
| Name | Formula | Condition |
|---|---|---|
| Linear transformation | ||
| Linear combination | independent |
- Connection: Variances always add, even for .
- Connection: is not : and
- Connection: A linear combination of independent normal variables is normal.
Sample means and unbiased estimates
| Name | Formula | Condition |
|---|---|---|
| Sample mean | If , then for any | |
| Unbiased estimate of the population mean | ||
| Unbiased estimate of the population variance |
- Connection: Central limit theorem: for large (often ), is approximately normal for any distribution.
- Exam note: The GDC gives as and as .
Hypothesis Tests and Errors
Setting up a test
| Name | Formula | Condition |
|---|---|---|
| Hypotheses | : no effect or no change. : what you are testing for. | |
| One-tailed, two-tailed | One-tailed: uses or . Two-tailed: uses . | |
| Decision | -value significance level: reject | |
| Critical region | the values of the test statistic that lead to rejecting |
- Exam note: Conclude in context: “There is sufficient evidence at the 5% level that…”
- Exam note: Never say is proved. Say “do not reject ”.
Choosing the test
| You are testing | Test | Use when | ||
|---|---|---|---|---|
| one mean, known | -test | normal population or large | ||
| one mean, unknown | -test, degrees of freedom | normal population | ||
| paired data | -test on the differences | same items measured twice, differences normal | ||
| two means | two-sample -test | independent samples from normal populations. Pooled: equal variances. | ||
| a proportion | binomial test, | successes in trials | ||
| a Poisson mean | Poisson test, | events in an interval | ||
| correlation | test on Pearson’s | bivariate normal data | ||
| independence | test for independence | independent | not independent | a contingency table |
| a distribution | goodness of fit | the data fit | the data do not fit | frequencies in classes |
Type I and Type II errors
| Decision | is true | is false |
|---|---|---|
| Reject | Type I error | correct |
| Do not reject | correct | Type II error |
- Connection: Type I: you reject , but was true.
- Connection: Type II: you do not reject , but was false.
| Probability | What it means |
|---|---|
landing in the critical region when is true | |
| continuous test | , or normal: equals the significance level, for example 0.05 |
| discrete test | binomial or Poisson: the values go up in whole numbers, so 5% is rarely exact. Take the critical region with probability as close to 5% as possible without going over. is that probability. |
not landing in the critical region when is true. It needs a given value of the parameter, for example . |
- Connection: Example: under , : at 5%. is above 5%, but is not. So the critical region is and .
- Connection: Same test with in fact: with , which is 0.584.
- Exam note: Find the critical region first, then its probability.
Confidence Intervals and Tests
Confidence intervals
| Name | Formula | Condition |
|---|---|---|
| known | for 95% | |
| unknown | with degrees of freedom |
- Connection: The interval is centred on . The GDC gives both ends.
- Connection: A larger sample gives a narrower interval: the width is proportional to .
- Connection: Higher confidence gives a wider interval.
tests
| Test | Expected frequency | Degrees of freedom | |
|---|---|---|---|
| Independence | the two variables are independent | rows, columns | |
| Goodness of fit | the data fit the given distribution | total frequency probability of the class | number of classes , then subtract 1 more for each parameter estimated from the data |
- Connection: observed frequency: the counts in the data. expected frequency: the counts you would expect if were true.
- Connection: The GDC gives and the -value. Reject when the -value significance level.
- Exam note: Every expected frequency must be at least 5. If not, combine classes and reduce .
Markov Chains
Transition matrices and steady states
| Name | Formula | Condition |
|---|---|---|
| Transition matrix | : each column adds to 1 | |
| State after steps | , initial state | |
| Steady state | , entries of add to 1 |
- Connection: The steady state is the eigenvector of for , scaled so its entries add to 1.
- Connection: Regular chain: some power of has all entries positive. Then tends to the steady state for any .
- Connection: Long-term probabilities: the columns of tend to .
- Exam note: Check that each column of adds to 1.
- Exam note: Steady state by hand: write , then solve with .
Columns are “from”, rows are “to”. Steady state
Topic 5 Calculus
Derivatives, Tangents and Normals
The derivative
| Name | Formula | Condition |
|---|---|---|
| Derivative | : the gradient function and the rate of change of with respect to | |
| Power rule | ||
| Second derivative | : the derivative of |
- Connection: The derivative is the limit of the gradient of a chord as the chord shrinks.
- Connection: Rewrite first: and
Tangents and normals
| Name | Formula | Condition |
|---|---|---|
| Tangent at | ||
| Normal at |
- Connection: The normal is perpendicular to the tangent.
- Exam note: Find from , not from .
- Exam note: GDC: the derivative at a point and the tangent line can be checked.
tangent , normal
Differentiation Rules
Standard derivatives
- Connection: and
Chain, product and quotient rules
| Name | Formula | Condition |
|---|---|---|
| Chain rule | , where | |
| Product rule | ||
| Quotient rule |
Related rates
| Name | Formula | Condition |
|---|---|---|
| Related rates |
- Connection: Sphere:
- Exam note: A decreasing quantity has a negative rate.
Stationary Points and Optimisation
Shape of a graph
| If | Then |
|---|---|
is increasing | |
is decreasing | |
stationary point at | |
and | local maximum at |
and | local minimum at |
and | the test fails: check the sign of on each side of |
, and changes sign at | horizontal (stationary) point of inflection at |
concave up | |
concave down | |
and changes sign at | point of inflection at |
- Connection: Second derivative test: first solve to find the stationary point . Then test the sign of .
- Connection: turns where and changes sign. has an inflection where turns.
- Connection: Horizontal (stationary) inflection: the tangent is horizontal, there. Non-stationary inflection: there.
- Exam note: alone does not prove an inflection. Check the sign change.
Step 2: test each one with . has an inflection where turns.
Optimisation
- Connection: Write the quantity in one variable, set the derivative to 0, then confirm max or min.
- Exam note: Check the end points of the domain too.
- Exam note: Give the value of the quantity as well as the where it occurs, if asked.
Integration
Standard integrals
- Connection: A boundary condition finds .
- Connection: Integration reverses differentiation: check by differentiating.
- Exam note: Add to every indefinite integral.
Recognising the form
| Name | Formula | Condition |
|---|---|---|
| Linear inside | ||
| By inspection |
Substitution and definite integrals
| Name | Formula | Condition |
|---|---|---|
| Substitution | : let , | |
| Definite integral | the GDC gives the value |
- Exam note: Substitution in a definite integral: change the limits too.
Kinematics
Displacement, velocity and acceleration
| Name | Formula | Condition |
|---|---|---|
| Velocity, acceleration | ||
| Going back | use the starting values to find | |
| Displacement from to | ||
| Distance travelled from to | ||
| Speed |
displacement , distance
Moving along a straight line
- Connection: : moving in the positive direction.
: moving in the negative direction. - Connection: At rest: . Changes direction: changes sign.
- Connection: Speeding up: and have the same sign. Slowing down: opposite signs.
Areas and Volumes
Areas
| Name | Formula | Condition |
|---|---|---|
| With the -axis | when | |
| With the -axis | ||
| Between curves |
- Connection: Below the -axis, the integral is negative. Use or split at the roots.
- Exam note: Area between curves: find where they meet for the limits.
Volumes of revolution
| Name | Formula | Condition |
|---|---|---|
| About the -axis | ||
| About the -axis |
- Connection: Square first:
- Connection: About the -axis: write in terms of , and use limits.
Trapezoidal rule
| Name | Formula | Condition |
|---|---|---|
| Trapezoidal rule |
- Connection: Concave up: the trapezoidal rule overestimates.
Concave down: it underestimates. - Connection: More strips give a better estimate.
- Exam note: strips need values of .
Differential Equations
Setting up and solving
| Name | Formula | Condition |
|---|---|---|
| Separation of variables | ||
| Exponential model |
- Connection: “Rate proportional to ” means .
- Connection: An initial condition finds the constant.
- Exam note: Add the constant before you divide or take exponentials.
Slope fields
| Name | Formula | Condition |
|---|---|---|
| Slope field | At each point , a short line with gradient |
- Connection: A solution curve follows the slope field lines.
Euler’s method
| Name | Formula | Condition |
|---|---|---|
| Euler’s method | = step length | |
| Coupled systems |
- Connection: A smaller gives a better approximation.
- Exam note: Coupled Euler: use the old and in both lines.
- Exam note: Keep full accuracy at every step. Use the GDC table.
Phase Portraits
Coupled linear systems
| Name | Formula | Condition |
|---|---|---|
| Coupled linear system | ||
| Exact solution | , distinct real , eigenvectors | |
| Equilibrium point | and |
Eigenvalues and the phase portrait
| Eigenvalues | Behaviour near the origin | Sketch |
|---|---|---|
Real, both negative Example: , | Stable: all paths move into the origin | |
Real, both positive Example: , | Unstable: all paths move away | |
Real, opposite signs Example: , | Saddle point: in along for , out along for | |
Complex , Example: | Stable spiral: paths spiral in | |
Complex , Example: | Unstable spiral: paths spiral out | |
Imaginary Example: | Closed loops round the origin |
- Connection: Paths that start on an eigenvector stay on that line.
- Connection: As , the term with the largest dominates. The path becomes parallel to its eigenvector.
- Connection: Direction of rotation: at , . : anticlockwise. : clockwise.
- Exam note: Sketch: draw the eigenvector lines first, then add arrows.
- Exam note: Non-linear systems: find every equilibrium point, then use Euler or the GDC for paths.
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Last updated: November 2026.
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